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Financial Services

Wakefield

29/04/2021

Paraplanner - Wakefield

Our client is looking for a Paraplanner to hit the ground running with their team in Wakefield. Possibility to earn £26-30k+, depending on experience.
Specific activities include: • Check all compliance paperwork is present • Confirm client risk profile is determined • Discuss client objectives with Financial Advisers •Conduct research • Write suitability reports • Complete application / proposals forms • Ensure all compliance paperwork is in order • Make changes to clients’ investments as instructed • 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 inter?personal skills, both written and verbal • Ability to multi?task 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 would be beneficial, but not required as the client will offer full training. Qualifications Essential 2 years' relevant experience Level 4 qualified or nearly completed Please email CV to sam@artemisrecruitment.co.uk 

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