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Financial Services

Portsmouth

21/09/2021

Type of Position: Paraplanner
Pay: up to £35k

Paraplanner- up to £35k

Our client is looking for a Paraplanner to join their team in Portsmouth– earn up to £35k. 

You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.

Specific activities include:

Check all compliance paperwork is present
Confirm client risk profile is determined
Discuss client objectives with Financial Advisers
Identify and obtain the information necessary to compile financial cash flow forecast
Identify areas for planning,
Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
Prepare information/comparisons for analysis by planner
Liaise with client’s legal and tax advisers (if applicable)
Consider current and future allocation of assets for investment strategy with regard to client risk profile
Prepare draft recommendation reports to be discussed/signed off by planner
Prepare suitability letters in accordance with the agreed recommendations
Complete application / proposals forms
Ensure all compliance paperwork is in order
Make changes to clients’ investments as instructed
Implement the chosen investment strategies
Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required
Organise future planning meetings with client
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
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
Detailed and accurate
Articulate
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

Essential:

Level 4 qualified, or working towards
 

Please email your CV to josie@artemisrecruitment.co.uk to be considered for this position.

 

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