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Financial Services

Somerset

16/08/2021

Type of Position: Paraplanner
Pay: £35-45k

Senior Paraplanner - Somerset - up to £45k

Our client is looking for a Paraplanner to join their team in Somerset. You will be working alongside the Financial Advisers, preparing and maintaining client files and giving recommendations, and reviewing client financial strategy. This is a full time role, but flexible working such as a 4-day week will be considered.

Specific activities include:

  • Providing support to the IFA team
  • 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
  • Undertake suitable CPD activities

Key skills / Experience:

  • Diploma Level 4 qualified, those working towards Level 6 will get relevant support.
  • 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 - prior knowledge of relevant platforms beneficial.

Please email your CV to sam@artemisrecruitment.co.uk to register interest.

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