Paraplanner
We are seeking a detail-oriented and analytical Paraplanner to support a team of 5 advisers in delivering exceptional client service and comprehensive financial planning in Hove. You will assist in gathering client information, analysing financial data, preparing reports and developing recommendations.
Key Responsibilities
- Collaborate with financial advisers to prepare detailed financial plans and investment reports
- Collect and analyse client data including income, expenses, assets, liabilities and investment holdings
- Create retirement projections, cash flow models and insurance analyses using financial planning software (e.g. Voyant)
- Conduct product and fund research to support investment recommendations
- Ensure all planning recommendations are compliant with regulatory and internal standards
Qualifications
- Previous experience in a financial planning or wealth management firm
- Knowledge and experience of a wide range of financial services products
- Strong analytical skills with attention to detail
- Benefits include competitive salary and bonus potential, death in service and income protection, pension scheme, and 23 days holiday increasing to 25 days.
Paraplanner in Hove 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.
