Paraplanner - Bath

Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. 

Key Responsibilities:

· To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.

· Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.

· Provide research and analysis of investment funds and financial products, whilst considering the client objectives.

· Review asset allocation for any investment/pension holdings

· Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.

· Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.

· Liaise with Product Providers / Third Parties regarding any technical queries

· Accurately complete new business sheets to be handed over to the PA.

· Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met. 
 

Essential Qualities:

· Demonstrate a strong technical knowledge and understanding of all financial products

· Be level 4 diploma qualified as a minimum and ideally working towards Chartered status

· Have a minimum of 3 years’ experience within a paraplanning role

· Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous

· Have a good attention to detail

· Be a good team player

· Excellent communication skills, both verbally and in writing

· Be comfortable with working in a fast-paced environment

· Be organised and able to manage a busy workload

This will be a hybrid position, based 2 days each week in the Bath office, and 3 days working remotely.

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

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