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Financial Planning Assistant

2 months ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Paraplanner Opportunity in Wokingham

Artemis Recruitment Consultants Ltd is seeking a highly motivated Trainee Paraplanner to join their team in Wokingham.

Key Responsibilities:

  1. To review and quality check Private Client fact finds to ensure the information provided allows for thorough fund and product research, in preparation of drafting the report.
  2. To develop and implement holistic financial planning advice for each client using the information provided to draft a recommendation report.
  3. To meet individual targets for productivity and quality.
  4. To maintain accurate record keeping on back office systems, ensuring documents are imported or scanned in a timely manner to support the recommendation.

Requirements:

  1. Excellent planning and organisational skills.
  2. Ability to work in a fast-paced environment with resilience and adaptability.
  3. Strong technical knowledge of financial planning, pensions, investments, wealth management, life assurance, tax matters, and corporate financial advice.
  4. Proficiency in Excel and Word.
  5. Previous experience in an IFA firm is essential.
  6. Experienced sales support with a minimum of 2 years' experience and a desire to progress to a Trainee Paraplanner role, with the end goal of becoming a fully competent Paraplanner.
  7. Working towards Diploma Level 4.

Future Development:

The successful candidate will have the opportunity to complete a full Diploma in Financial Planning to progress to a full Paraplanner role.