Paraplanner - Exeter

Our client is looking for an experienced Paraplanner to join their growing business in Exeter. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.

Key Responsibilities:

Preparing and maintaining the client file.
Preparing recommendations.
Implementing recommendations.
Review.
Assist the Financial Adviser/Planner in establishing new client relationships.
Assess clients’ financial circumstances.
Prepare financial statements to support the development of clients’ financial strategies.
Research and analyse products and services that are appropriate to each client’s financial circumstances.
Propose and draft financial solutions that meet clients’ goals, needs and objectives.
Assist with the accurate completion of application and proposal forms.
Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.

Essential Skills & Experience:

At least 2 years Paraplanning experience
Good knowledge of pensions, investments, and protection products
Strong report writing skills
Hard-working and great attention to detail

Desired Skills & Experience:

Diploma Level 4 qualified
Experience using Financial Planning software tools
Experience using Intelligent Office
Experience of producing Annual Reviews

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk

Paraplanner - Exeter

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