Back to top

Financial Services

Chesterfield

07/01/2022

Type of Position: Paraplanner
Pay: £30-37k

Paraplanner

Our client is looking for an experienced paraplanner to help support their busy IFA in Chesterfield who provides high-quality financial advice predominately on investments, pensions and Inheritance Tax planning. The successful candidate will be supporting the principal adviser and will have the support of an administrator. 

The role:

·       Responsibilities include, but not limited to, client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts;

·       Help in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling;

·       Build relationships with both new and existing clients over the phone, by email and, when necessary, by attending face-to-face meetings.

 

Qualifications and Experience

·       Financial Services experience is essential;

·       Sound product knowledge;

·       Understanding of FCA regulations and guidelines relating to financial services clients;

·       Preferably Level 4 Diploma qualified;

·       Excellent communication and report writing skills;

·       Working knowledge of Intelligent Office would be advantageous.

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.