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Financial Services

Market Harborough

17/05/2021

Paraplanner - Market Harborough

Our client is looking for a new Paraplanner to join their team in Market Harborough. Possibility to earn £30-40k, depending on experience. Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with Financial Advisers • Conduct research into new products • Write suitability reports • Complete application / proposals forms • Ensure all compliance paperwork is in order and accurate • Make changes to clients’ investments as instructed • Establish and build strong relationships with clients • Organise future planning meetings with clients • 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 Experience / Knowledge required • Minimum 1 years’ experience working within a financial planning company • Experience using client cash-flow modelling software preferable • Excellent understanding of the financial planning process • Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection • Excellent suitability report writing skills • Keep up to date with new product, technical and legislative changes within the marketplace • Proficient IT skills. Basic word processing, spread sheet and database knowledge • Excellent planning and effective organisational skills • Computer literacy • Honesty and integrity • Methodological approach to work Qualifications • Have achieved Diploma in Financial Planning or equivalent is desired • Consent to, and have clear results for police check, bankruptcy search and any other background screening that is required. Please email your CV to josie@artemisrecruitment.co.uk to register your interest in this position.

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