Technical Paraplanner
Our client is looking for a talented Paraplanner to join their team. As a Paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
Key Responsibilities
- Support the Financial Planners in research and analysis to meet client needs and objectives
- Prepare client financial plans and suitability reports/letters, including annual review, new business or ad hoc advice reports
- Compile cashflow models when required as part of the advice process
- Attend client meetings with Financial Planners as required, presenting cashflow to clients as required
- Maintain up to date product and technical knowledge
Essential Qualities
- Fully Diploma qualified
- Good understanding of the Financial Planning process
- Strong interpersonal skills, both written and verbal communication
- Excellent planning and organisational skills
- In-depth knowledge and experience with cashflow modelling
Technical Paraplanner in Colchester employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
