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Financial Services

Bristol

23/07/2021

Type of Position: Paraplanner

Paraplanner - Bristol

Our client is looking for an additional Paraplanner to join their team for a hybrid remote/office working position in Bristol. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. 

Specific activities include:

  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives with Financial Advisers
  • Identify and obtain the information necessary to compile financial cash flow forecast
  • Identify areas for planning
  • Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client’s legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by planner
  • 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
  • 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 Financial Adviser 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:
Essential

  • Previous experience within the financial services as a Paraplanner required (at least 2 years)
  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Ability to work independently and in a team

Desirable

  • Broad knowledge of financial services world
  • High level of technical knowledge

Qualifications:

  • Level 4 qualified

Competitive salary available. Please email your CV to josie@artemisrecruitment.co.uk to be considered for this position.

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