Paraplanner

Our client is looking for a talented Paraplanner to join their team based in Wolverhampton. They offer a competitive salary and hybrid working.

Key Responsibilities:

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Liaise with Product Providers / Third Parties regarding any technical queries
• Accurately complete new business sheets to be handed over to the PA.
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.

Essential Qualities:

• Fully Diploma qualified
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills - providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role.

Desirable:

• An understanding of cashflow modelling.
• Broad knowledge of the Financial Services Industry and high level of technical knowledge.
• In depth knowledge and experience with cashflow modelling.
• Ability to manage and complete projects.

If you are interested in applying for this role then please send a copy of your CV to Josie at Artemis Recruitment.