, , Paraplanner - Tewkesbury - Artemis Recruitment Consultants

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Financial Services



Type of Position: Paraplanner
Pay: £30k+

Paraplanner - Tewkesbury

Our client is looking for a Paraplanner to join their team in Tewkesbury. If you’re interested in progressing your career in financial services, this varied role could be for you. The company will provide training and exam support if you aren’t fully Diploma qualified and there is excellent potential within this role to progress into an advisory role. There is also the opportunity to work flexible hours, and (after an induction period) to work from home a few days a week.

Key Responsibilities:

Preparation and maintenance of client files (compliance paperwork, client risk profiles and objectives identified, cashflow forecast, draft net worth statement, income and expenditure statements)
Preparing recommendations undertaking research to identify solutions to meet the client’s needs (liaising with legal and tax advisers, considering investment strategy and preparing draft recommendation reports)
Preparation of suitability letters for Pensions, Investments, Mortgages and Protection business
Ensuring all files meet with compliance requirements
Act as main point of contact and effectively deal with clients and other parties, while establishing and maintaining strong relationships
Review investment portfolio, asset allocation, risk profile
Carry out comprehensive CashFlow Modelling to aide with Retirement Planning

Skills and experience:

Minimum of two years in a Paraplanning position
Experience of suitability report writing, fund and product research, design of model portfolios, preparation of client files for compliance reviews
A comprehensive knowledge of pensions (including pension transfers) and investments including VCT/EIS and other esoteric investments
Obtained or working towards Diploma in Financial Planning
High level of analytical capability
Strong communication and interpersonal skills
Excellent report writing skills
Experience of using Intelligent Office would be desirable but not essential
Self-starter who will hit the ground running and is used to working under their own initiative
Good time and caseload management skills

 If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk  

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