Financial Planning Specialist

2 weeks ago

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

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Paraplanner to join our team. As a key member of our financial planning team, you will be responsible for providing technical support and guidance to our Financial Planners, ensuring that our clients receive the best possible advice.

Key Responsibilities:
  • Assist Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.
  • 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 clients' current and future financial positions.
  • Develop Financial Plans that clearly outline clients' current positions, goals, and strategies for achieving them.
  • Demonstrate a good understanding of the Financial Planning process.
  • Utilize excellent planning and organizational skills to manage and complete projects.
  • Possess a broad knowledge of the Financial Services Industry and a high level of technical knowledge.

We are looking for a highly skilled and motivated individual who is passionate about delivering exceptional client service and has a strong understanding of the financial planning process. If you are a detail-oriented and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

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