Paraplanner - Chesterfield

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

Paraplanner - Chesterfield

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