Pension Paraplanning Expert

1 month ago


Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is looking for a skilled Pension Paraplanning Expert to support their Private Client Advisors in delivering financial planning to clients. As a key member of the team, you will play a crucial role in preparing cashflow models and communicating them to clients.

Salary: £55,000 - £75,000 per annum.

In this position, you will be responsible for preparing cashflow models, constructing financial plans, and interpreting technical information. Your excellent communication skills will enable you to effectively communicate complex financial concepts to clients.

Key Responsibilities:

  • Prepare lifetime cashflow models for clients.
  • Communicate cashflow models to clients in person and in writing.
  • Construct and produce financial plans to address clients' lifetime objectives.
  • Interpret technical information and ensure compliance with regulatory requirements.

Requirements:

  1. 5+ years' experience in a paraplanning role.
  2. Chartered Financial Planner status with the CII.
  3. Excellent knowledge of investment, life, and pensions products.
  4. Comprehensive understanding of income tax, CGT, IHT, trusts, and pension transfers.
  5. Lifetime cashflow modelling experience, preferably with Voyant.


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