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Financial Services

Farnborough

18/05/2021

Paraplanner - Farnborough - £25-40k

Our client is looking for an additional Paraplanner to join their team – possibility to earn up to £40k depending on experience. Those with less experience will ideally have already worked in a financial admin role. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Specific activities include: • Check all compliance paperwork is present • Confirm client risk profile is determined • Discuss client objectives with Financial Advisers • Identify and obtain the information necessary to compile financial cashflow forecast • Compile draft net worth statement; income and expenditure statements and financial cashflow forecast and discuss with Financial Advisers • Identify areas for planning • Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the clients needs • Prepare information/comparisons for analysis by planner • Liaise with client’s legal and tax advisers (if applicable) • Consider current and future allocation of assets for investment strategy with regard to client risk profile • Prepare draft recommendation reports to be discussed/signed off by planner • Prepare suitability letters in accordance with the agreed recommendations • Complete application / proposals forms • Ensure all compliance paperwork is in order • Make changes to clients’ investments as instructed • Implement the chosen investment strategies • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication • Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required • Organise future planning meetings with client • Review investment portfolio, asset allocation, risk profile etc • Send planning figures to client for update and revision in preparation for next meeting • Initiate review meetings with clients Key skills/Experience required Essential • Understanding of the Financial Planning process • Able to work within defined business processes • Ability to achieve agreed outcomes without supervision • Prioritise and plan own workload • Detailed and accurate • Articulate • Excellent inter-personal skills, both written and verbal • Ability to multi-task and prioritise effectively • Good IT skills • Good report writing skills • Ability to work independently and in a team Desirable • Broad knowledge of financial services world • High level of technical knowledge Qualifications Essential Level 4 qualified or working towards Please email your CV to josie@artemisrecruitment.co.uk be considered for this position.

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