Paraplanner

2 weeks ago

Birmingham, United Kingdom Artemis Recruitment Consultants Limited Full time

Job Description Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products.
Key Responsibilities: - To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
- 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.
Essential Qualities: - Fully Diploma qualified - Good understanding of the Financial Planning process.

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