, , Paraplanner - Nottingham - Artemis Recruitment Consultants

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Financial Services

Nottingham

22/12/2023

Type of Position: Paraplanner - Nottingham
Pay: £35k - £40k

Paraplanner - Nottingham

Our client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available.
 
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 
• Respond to withdrawal requests 
• Data entry using relevant platforms
 
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 
• Excellent interpersonal skills, both written and verbal 
• Ability to multitask 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
• Knowledge of Financial Planning tools
 
Qualifications

Essential

• Diploma qualified
 

Please email your CV to josie@artemisrecruitment.co.uk to register your interest in this position.

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