Financial Planning Associate
1 week ago
Company Overview
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services.
About the Role
We are seeking a highly skilled Financial Paraplanner to join our team. As a Financial Paraplanner, you will work closely with Financial Advisers to prepare and maintain client files, provide recommendations, and review financial strategies.
Key Responsibilities
- Verify compliance paperwork
- Confirm client risk profile
- Discuss client objectives with Financial Advisers
- Gather information for financial cash flow forecasts
- Identify areas for planning
- Conduct research to find suitable solutions
- Prepare information for analysis
- Liaise with client's legal and tax advisers
- Consider current and future asset allocation
- Prepare draft recommendation reports
- Write suitability letters
- Ensure compliance paperwork is in order
- Make changes to clients' investments
- Implement chosen investment strategies
- Act as main point of contact and communicate with clients
- Establish strong relationships with clients
- Organise future planning meetings
- Send planning figures to clients
- Initiate review meetings with clients
Requirements
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritize and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritize effectively
- Good report writing skills
- Ability to work independently and in a team
- Broad knowledge of the financial services world
Benefits
- Competitive salary: £30,000 - £40,000 per annum
- Ongoing training and development opportunities
- Opportunity to work with experienced professionals in the financial services industry
- Collaborative and dynamic working environment
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