Job Description We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals. Collaborate with financial advisors to prepare detailed financial plans and investment reports. Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings. Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Conduct product and fund research to support investment recommendations. Ensure that all planning recommendations are compliant with regulatory and internal standards. Maintain accurate and up-to-date client records in CRM and planning systems. Previous experience in a financial planning or wealth management firm Knowledge & experience of wide range of financial services products Competitive salary and bonus potential ~ Pension scheme ~23 days holiday increasing to 25 days
Pension Paraplanner in Hove employer: Artemis Recruitment Consultants Ltd
Join a leading financial advisory firm in Glasgow, where you will thrive in a supportive and collaborative environment dedicated to your professional growth. With an established client portfolio and a commitment to high-quality financial advice, you'll enjoy competitive benefits including a generous salary, discretionary bonuses, and opportunities for career advancement. Experience a workplace that values strong client relationships and offers a positive team culture, making it an excellent choice for your next career move.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
