Financial Planning Specialist
3 weeks ago
As a Financial Paraplanner at Artemis Recruitment Consultants Ltd, you will be working closely with the Financial Adviser and the Administration team to support the growth of our dynamic IFA business.
Key Responsibilities:- Assist in establishing new client relationships by providing exceptional service and support.
- Evaluate clients' financial circumstances and develop personalized financial strategies.
- Create comprehensive financial statements and presentations to present to clients.
- Research and analyze various products and services to recommend suitable solutions for clients.
- Draft financial plans that meet clients' goals and objectives.
- Implement changes to existing investment holdings and policy information as directed by the Financial Adviser.
- Maintain client files and review system to regularly assess client holdings and changing financial priorities.
- A minimum of 2 years experience in paraplanning
- In-depth knowledge of pensions, investments, and protection products
- Strong report writing skills
- High level of attention to detail and excellent organizational skills
- Experience using financial planning software tools
This is a fantastic opportunity to join a forward-thinking IFA business and contribute to its success. If you are a motivated and experienced paraplanner looking for a new challenge, please apply.
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