At a Glance
- Tasks: Support Financial Planners by creating financial reports and conducting research.
- Company: Join a dynamic firm focused on client success and professional growth.
- Benefits: Competitive salary, flexible hours, and opportunities for career advancement.
- Other info: Collaborative environment with a focus on continuous learning and development.
- Why this job: Make a real difference in clients' financial lives while developing your skills.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 40500 - 49500 £ per year.
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 communities.
Comple...
Paraplanner in Essex employer: Artemis Recruitment Consultants Ltd
Join a well-established IFA Firm in Hampshire, where you will thrive in a supportive and collaborative work culture that values flexibility and effective communication. As an Operations Manager, you will benefit from opportunities for professional growth and development within the Financial Services industry, while enjoying a rewarding role that directly impacts client satisfaction and team success.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
