Financial Planning Specialist

1 month ago

ShorehambySea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Planning Paraplanner

We are seeking a highly skilled Financial Planning Paraplanner to join our team at Artemis Recruitment Consultants Ltd.

About the Role:

The successful candidate will assist our Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.

Key Responsibilities:

  • Review client objectives to ensure they are clear, concise, and achievable in relation to their financial circumstances.
  • Conduct research and analysis of investment funds and financial products, taking into account client objectives.
  • Review asset allocation for investment and pension holdings.
  • Prepare financial cashflow forecasts to demonstrate the client's current and future financial position.
  • Develop Financial Plans that clearly outline the client's current position, goals, and strategies for achieving them.
  • Utilize strong planning and organizational skills to manage and complete projects.
  • Demonstrate a good understanding of the Financial Planning process and a broad knowledge of the Financial Services Industry.

Requirements:

  • Excellent technical knowledge of the Financial Services Industry.
  • Ability to manage and complete projects efficiently.
  • Strong planning and organizational skills.
  • Good understanding of the Financial Planning process.

What We Offer:

As a Financial Planning Paraplanner at Artemis Recruitment Consultants Ltd, you will have the opportunity to work with a talented team and contribute to the success of our clients.

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