Paraplanner - Colchester

Our client based in Colchester is looking for a determined and experienced Paraplanner to join their boutique financial planning team. You will be working closely with the Director, who is a Chartered Fellow, Certified Financial Planner, and Chartered Wealth Manager. You will be taking part in client meetings and influence processes such as investment strategy. As recruitment for the business grows, you could also chose to be a mentor for new employees and also progress to become a financial planner, should that be your career goal.

As a company, our client offers flexible and personalised financial plans, backed up with detailed investment reviews. You will solve complex situations (planning scenarios, tax, dealing with significant wealth). You will also master a variety of analytical systems, including Financial Planning cashflow forecasts, and investment research. Our client offers full training of their processes and company standards, and will work through a development plan to help build your skills. If you choose, they will also offer the opportunity to undertake further study, with materials paid for and paid study leave.

Role outline:

Technical research and report writing (using our detailed templates)
Fact finding, including attending client meetings
Preparing and implementing financial plans (cashflow forecasting)
Preparing and implementing investment plans
Acting as a technical resource
Tax calculations (income tax, Capital Gains Tax, pension allowances, Inheritance Tax)
Preparing recommendations
Implementing investment portfolio changes
Client servicing, building strong relationships
Keeping files up to date, with the support of the administration team

Essential criteria

At least 2 years working as a paraplanner in a Financial Planning firm
Diploma in Financial Planning
Excellent technical understanding of financial services products

Desirable

Knowledge of technical financial planning tools, e.g. Voyant/Truth, Defaqto Engage, Selectapension, Financial Express Analytics or Assureweb
Highly organised, methodical, analytical and disciplined
Able to convey complex information in an easy-to-understand way
Excellent attention to detail
A friendly and helpful manner
Able to work to strict deadlines and under pressure if needed
Excellent interpersonal skills, both written and verbal
Able to work as part of a team and connect with all your colleagues
Share company values and have a desire to work with the team to achieve company goals

If this position is something that you would be interested in, then please forward your CV to natalie@artemisrecruitment.co.uk

Paraplanner - Colchester

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