Paraplanner - Birmingham

Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products.

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:

-   Fully Diploma qualified
-   Good understanding of the Financial Planning process.
-   Strong interpersonal skills, both written and verbal communication.
-   Customer service skills – providing an excellent service to the adviser and client.
-   Excellent planning and organisational skills.
-   Ability to work effectively to deadlines.
-   Accuracy and attention to detail to balance demands of role.
 

Desirable:

-   Level 4 qualified or working towards.
-   An understanding of cashflow modelling.
-   Broad knowledge of the Financial Services Industry and high level of technical knowledge.
-   In depth knowledge and experience with cashflow modelling.
-   Ability to manage and complete projects.
 

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

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