Financial Paraplanning Professional
2 days ago
About the Job
We are seeking a skilled and experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will work closely with Financial Advisers and the Administration team in a dynamic IFA business.
Job Description:
- Support Financial Advisers in establishing strong client relationships by providing valuable insights and expertise.
- Analyze clients' financial situations, prepare comprehensive financial statements, and research suitable products to support their goals.
- Propose tailored financial solutions that meet clients' needs, prioritizing their objectives and risk tolerance.
- Maintain accurate client file review systems to track client holdings, priorities, and progress.
Minimum Requirements:
- A minimum of 2 years of experience in Paraplanning, preferably in the financial services sector.
- Demonstrated knowledge of pensions, investments, and protection products.
- Excellent report writing skills and attention to detail.
Estimated Salary: £35,000 - £45,000 per annum, depending on experience.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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