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 for Financial Planners – including annual review, new business or ad hoc advice reports. Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended. Manage the presentation of technical data to the Financial Planners. Compile cashflow models when required as part of the advice process. Attend client meetings with Financial Planners as required, present cashflow to clients as required. Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance. Maintain up to date product and technical knowledge. Maintain all standards of performance as required by the firm. Develop and maintain internal relationships within all parts of the business. Promote the profile of the business within the profession and wider...
Paraplanner in Essex employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
