Financial Planning Specialist

2 months ago


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

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Specialist to join their team. This role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.

Salary: £60,000 - £80,000 per annum.

In this role, you will prepare lifetime cashflow models relevant to each client's circumstances, objectives, and possible financial outcomes. You will communicate these models to each client in person and in writing. Your responsibility will include constructing and producing a financial plan to address each client's lifetime objectives in the context of these cashflow models.

Requirements:

  1. 5+ years' experience within the independent financial services industry, in a paraplanning role.
  2. Hold Chartered Financial Planner status with the CII.
  3. Understand the principles of asset allocation and portfolio construction.
  4. Have excellent knowledge of investment, life, and pensions products and current legislation.
  5. Have broad knowledge of esoteric products, including VCT and EIS investments and structured products.
  6. Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts, and both DC and DB pension transfers.
  7. Understand the importance and benefits of lifetime cashflow modelling, ideally with experience of Voyant as a cashflow modelling tool.


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