Paraplanner - Colchester

Our client is looking for an experience Paraplanner to join their expanding team based in Colchester. You will be working alongside a supportive, experienced group of paraplanners who take pride in providing a great service to their clients. This will be a hybrid working role in Essex, with a competitive salary on offer.

Responsibilities:

-   Preparation of suitability letters covering investments, pensions, inheritance tax and protection - delivering accurate, well-drafted and compliant advice
-   Undertaking research to reach conclusions and recommendations for clients
-   Assisting and supporting the head of department and directors as and when required
-   Working within and contributing to the paraplanning team and their processes, helping to further develop these
-   Embed change, review, and feedback
-   Preparing cash flow planning forecasts
-   Involvement in the company’s research processes as required
-   Providing technical resource and research to the adviser and management team
-   Working with the sales support and adviser to achieve good client outcomes
-   Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
-   Keep up to date with legislative and industry changes that will affect the business and its clients
 

Experience:

-   Level 4 Diploma in Financial Planning / Regulated Financial Planning or equivalent, or near completion of
-   Previous paraplanning experience
-   Good knowledge of investment products, taxation and pensions
-   Strong analytical, research and report writing skills
-   Initiative and problem solving
-   Excellent attention to detail
-   Able to prioritise and plan own workload
-   Excellent communication and interpersonal skills, both written and verbal.

If you would be interested in this role, then please send your CV to sam@artemisrecruitment.co.uk 

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