Financial Paraplanning Specialist

4 weeks ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

**Job Summary**

We are seeking a skilled Financial Paraplanning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for preparing recommendations and producing suitability reports in line with company policy.

Key Responsibilities:

  • With 5 years of paraplanning experience, you will be able to write two multi-pension and investment suitability reports per week, or 5 simple suitability or review reports per week.
  • Lead the preparation of suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required.
  • Hold at least Level 4 Diploma in Financial Planning or equivalent to act as a knowledge bank for queries of a technical nature in the absence of the adviser.
  • Responsible for day-to-day paraplanning tasks, identifying missing information in client cases, working with advisers and the administrative team to obtain necessary details, and subsequently writing a suitability report for adviser approval.
  • Record all client communications on the client's file in clear English, including communications with third parties.
  • Assist in identifying planning areas and sourcing solutions to meet client needs, including tax calculations preparation when necessary.
  • Deal with technical queries from clients and commit to continuous personal development to stay updated.

Essential Education, Qualifications & Training

  • 5 years of Financial Services Paraplanning Experience.
  • Completion of short compliance, money laundering, and basic knowledge tests during probation.

Knowledge and Ability

  • Detailed technical knowledge of Financial Services in an IFA environment.
  • Ability to write two multi-pension and investment suitability reports per week or 5 simple reports per week.
  • Experience in completing pre-report file assessments, TVC experience, and producing various financial reports.


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