Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services

London

26/06/2024

Type of Position: Paraplanner - London (F)
Pay: £35k - £50k

Paraplanner - London

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

 

Responsibilities:

  • Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
  • Review and formulate plans for clients with highly specialised situations
  • Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
  • Create and lead training for other groups within the firm as needed
  • Work on ad hoc projects to improve the efficiency of the firm
  • Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

 

Your Qualifications:

  • A University degree or equivalent combination of education/experience
  • Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
  • 3+ years financial services experience required
  • Experience working with accuracy and ability to organise/time-manage
  • Quantitative in nature
  • Ability to work under pressure and in a dynamic team environment
  • Very strong understanding of Financial Planning principles
  • Exceptional understanding of client suitability

If you are interested in applying for this role then please submit a copy of your CV to sam@artemisrecruitment.co.uk 

 

 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.