Financial Planning Professional
3 weeks ago
We are seeking a motivated Trainee Paraplanner to join our team at Artemis Recruitment Consultants Ltd in Farnborough. The successful candidate will have the opportunity to develop their skills and knowledge in financial planning, working towards a Diploma Level 4 qualification.
About the RoleThis is an excellent chance for an experienced sales support professional to progress into a Trainee Paraplanner role, with the aim of becoming a fully competent Paraplanner. You will be responsible for reviewing and quality checking Private Client fact finds, setting down holistic financial planning advice, and ensuring all record keeping is maintained on back office systems.
- To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.
- To set down holistic financial planning advice for each client using the information provided to draft a recommendation report.
- Meet set individual targets for productivity and quality.
- Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
The ideal candidate will have a minimum of 2 years' experience in an IFA firm, with a strong understanding of financial planning, pensions, investments, wealth management, life assurance, tax matters, and corporate financial advice. You will also have excellent analytical and evaluation skills, as well as proficiency in Excel and Word.
The salary for this role is estimated to be around £27k - £35k per annum, depending on experience. In addition to a competitive salary, you will have the opportunity to work towards a Diploma in Financial Planning, which is essential for progressing to a full Paraplanner role.
This is an exciting opportunity for someone looking to develop their career in financial planning, with the potential to earn a higher salary as a qualified Paraplanner. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this role.
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