, , Paraplanner - Cambridge - Artemis Recruitment Consultants

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Financial Services

Cambridge

12/01/2024

Type of Position: Paraplanner - Cambridge
Pay: £30k - £50k

Paraplanner - Cambridge

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products

 

Key Responsibilities:

  • Support the Financial Planners in research and analysis to meet client needs and objectives.
  • Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business or ad hoc advice reports.
  • Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
  • Manage the presentation of technical data to the Financial Planners.
  • Compile cashflow models when required as part of the advice process.
  • Attend client meetings with Financial Planners as required, present cashflow to clients as required.
  • Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
  • Maintain up to date product and technical knowledge.
  • Maintain all standards of performance as required by the firm.
  • Develop and maintain internal relationships within all parts of the business.
  • Promote the profile of the business within the profession and wider communities.
  • Complete Continuous Professional Development to meet regulatory requirements and personal development needs.
     

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.
  • 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 this position, please email your CV to josie@artemisrecruitment.co.uk 

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