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Paraplanner - Farnborough
Artemis Recruitment Consultants LtdFarnborough, England, United Kingdom25 days ago
Job type
- Full-time
Job descriptionUnderstanding of the Financial Planning process Ability to work within defined business processes Capability to achieve outcomes independently Effective prioritization and workload management Attention to detail and accuracy Clear communication skills, both written and verbal Ability to multitask and prioritize effectively Strong report writing skills Ability to work independently and as part of a team Broad knowledge of the financial services industry
Type of Position : Paraplanner - Farnborough
Pay : £42k - £48k
Paraplanner - Farnborough
Our client is seeking an additional Paraplanner to join their team. You will work alongside Financial Advisers, preparing and maintaining client files, putting forward recommendations, and reviewing client financial strategies.
Key responsibilities include :
- Ensure all compliance paperwork is complete
- Confirm client risk profiles are established
- Discuss client objectives with Financial Advisers
- Gather necessary information to compile financial cash flow forecasts
- Identify areas for financial planning
- Conduct research independently and with Financial Advisers to find suitable solutions
- Prepare information and comparisons for analysis by the planner
- Coordinate with clients' legal and tax advisers (if applicable)
- Consider current and future asset allocations for investment strategies based on client risk profiles
- Draft recommendation reports for review and approval by the planner
- Prepare suitability letters aligned with recommendations
- Ensure all compliance documentation is in order
- Implement clients' investment changes as instructed
- Act as the main contact point, managing queries effectively
- Build strong client relationships and attend meetings with Financial Advisers if needed
- Organize future planning meetings with clients
- Send updated planning figures to clients for review before meetings
- Initiate review meetings with clients
Required skills and experience :
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Paraplanner • Farnborough, England, United Kingdom