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Financial Services

Bromsgrove

17/05/2021

Paraplanner - Bromsgrove

Our client is looking for a Paraplanner to join their team in Bromsgrove. Possibility to earn £30-40k, depending on experience.
Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with Financial Advisers • Conduct research into new products • Write suitability reports • Complete application / proposals forms • Ensure all compliance paperwork is in order and accurate • Make changes to clients’ investments as instructed • Establish and build strong relationships with clients • Organise future planning meetings with clients • 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 • Data entry • Complete additional office duties
Key skills/Experience required Essential • 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 • 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 Desirable • Broad knowledge of financial services world • High level of technical knowledge • Knowledge of Financial Planning tools Qualifications Essential • Level 4 Diploma desirable. Please email CV to josie@artemisrecruitment.co.uk to register your interest in this great position.

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