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Financial Services

Northampton

19/04/2024

Type of Position: Paraplanner - Northampton
Pay: £30k - £35k

Paraplanner - Northampton

We are looking for an experienced Paraplanner for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.

 

Responsibilities:

  • Working closely with product providers to obtain information and process business
  • Preparing recommendations for clients alongside advisers and writing suitability reports
  • Answering client enquiries via telephone and email, resolving these in a professional and timely manner
  • Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
  • Preparing review documents for clients including bespoke illustrations and valuations
  • Conducting detailed analysis of investments, assessing performance and cost
  • Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
     

Experience & Qualifications:

  • At least 1 year experience working as a paraplanner or within a financial advisory firm
  • Previous St James's Place experience would be strongly advantageous
  • Intermediate level Microsoft Suite – Outlook, Office, Word and Excel
  • Confident communicating with clients and 3rd party providers
  • Excellent attention to detail, organisational, and time management skills
  • Open to receiving candid feedback in order to enhance your progression
     

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

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