Experienced Financial Planner Assistant

3 weeks ago


Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

Paraplanner - Leeds

We are seeking a highly skilled paraplanner with at least 2 years of experience to join our fast-growing business in Leeds. The ideal candidate will be able to assist financial planners in formulating advice, providing technical support and guidance as needed.

Key responsibilities include:

  • To review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
  • Review asset allocation for any investment/pension holdings.
  • Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
  • Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
  • Liaise with Product Providers / Third Parties regarding any technical queries.
  • Accurately complete new business sheets to be handed over to the PA.
  • Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.

Requirements:

  • Fully Diploma qualified.
  • Good understanding of the Financial Planning process.
  • Strong interpersonal skills, both written and verbal communication.
  • Customer service skills – providing an excellent service to the adviser and client.
  • Excellent planning and organisational skills.
  • Ability to work effectively to deadlines.
  • Accuracy and attention to detail to balance demands of role.
  • AFPC or working towards.
  • An understanding of cashflow modelling.
  • Broad knowledge of the Financial Services Industry and high level of technical knowledge.
  • In depth knowledge and experience with cashflow modelling.
  • Previous experience with CURO.

£40k per annum salary



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