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Financial Services

Basildon

18/05/2021

Paraplanner - Essex - earn up to £40k

Our client is looking for a Senior Paraplanner, Level 4 qualified with at least 2 years' experience to join their growing team. Possibility to earn £30-40k, depending on experience. You will be responsible for: • Checking all compliance paperwork is present • Confirming client risk profile is determined • Discussing client objectives with Finanical Advisers and Partners • Identifying and obtaining the information necessary to compile financial cashflow forecast • Compiling draft net worth statement; income and expenditure statements and financial cashflow forecast You will be expected to provide recommendations by: • Identifying areas for planning • Undertaking research both independently and with the Financial Advisers to identify suitable solutions to meet the clients needs • Preparing information/comparisons for analysis by planner • Liaising with client’s legal and tax advisers (if applicable) • Considering current and future allocation of assets for investment strategy with regard to client risk profile • Preparing draft recommendation reports to be discussed/signed off by Advisers You will need to: • Prepare suitability letters in accordance with the agreed recommendations • Complete application / proposals forms • Ensure all compliance paperwork is in order • Make changes to clients’ investments as instructed • Implement the chosen investment strategies Review: • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication • Establish and build strong relationships with clients and attend client meetings with planner if required • Organise future planning meetings with client • Review investment portfolio, asset allocation, risk profile etc • Send planning figures to client for update and revision in preparation for next meeting • Initiate review meetings with clients Key skills/Experience required • Ability to achieve agreed outcomes without supervision • Prioritise and plan own workload • Detailed and accurate • Articulate • Excellent inter-personal skills, both written and verbal • Ability to multi-task and prioritise effectively • Good IT skills • Good report writing skills • Ability to work independently and in a team You will need to have your Level 4 Diploma and preferably be Chartered or working towards this qualification. For more information and to register interest, please email your CV to josie@artemisrecruitment.co.uk

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