Paraplanner and Financial Planner Associate

1 month ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Paraplanner and Financial Planner Associate

Salary: £30,000 - £40,000 per annum depending on experience

About the Role:
We are seeking an experienced Paraplanner and Financial Planner Associate to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for assisting our Financial Planners in formulating advice to clients, providing technical support and guidance where appropriate.

Main Responsibilities:
  • Assist Financial Planners in formulating advice to clients.
  • Review client objectives to ensure they are clear, concise, and achievable.
  • Provide research and analysis of investment funds and financial products.
  • Review asset allocation for investment/pension holdings.
  • Complete financial cashflow forecasts.
  • Prepare Financial Plans.
  • Develop and maintain strong relationships with clients and stakeholders.

Requirements:
  • Experience in paraplanning or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.


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