Financial Planning Specialist

2 weeks ago


Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanning Role - Bath Office

We are seeking a skilled Paraplanner to support our Financial Planner in providing high-quality advice to clients. The ideal candidate will have experience in producing cash flow models and suitability reports.

  1. Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where necessary.
  2. Review client objectives to ensure they are clear, concise, and achievable in relation to their financial circumstances.
  3. Conduct research and analysis of investment funds and financial products, considering client objectives.
  4. Review asset allocation for investment and pension holdings.
  5. Prepare financial cash flow forecasts, clearly demonstrating the client's current and future financial position.
  6. Develop Financial Plans, outlining the client's current position, goals, and strategies for achieving them.
  7. Excellent communication skills, both verbally and in writing.

This is a hybrid role, with 2 days spent in our Bath office and 3 days working remotely.



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