Financial Paraplanner Specialist
1 month ago
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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