Financial Paraplanner Specialist

1 month ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Paraplanner Specialist

Company Overview: Artemis Recruitment Consultants Ltd is seeking an experienced paraplanning expert to join our team. As a leading recruitment agency, we are committed to providing exceptional services to our clients and candidates.

Salary: £35,000 - £45,000 per annum, depending on experience.

Job Description: We are looking for a highly skilled and motivated individual to work as a technical advisor in financial planning. The successful candidate will be responsible for preparing recommendations and producing suitability reports in line with company policy.

Key Responsibilities:
  • Write two multi-pension and investment suitability reports per week or 5 simple 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.

Required Skills and Qualifications: To be successful in this role, you will need to have:
  • 5 years of Financial Services Paraplanning Experience.
  • Completion of short compliance, money laundering, and basic knowledge tests during probation.
  • 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.

Benefits: In addition to a competitive salary, we offer a range of benefits, including professional development opportunities and a supportive work environment.

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