Junior Paraplanner

Artemis Recruitment Consultants Ltd

Posted a day ago, valid for 20 days

Hemel Hempstead, Hertfordshire HP11AB, England

Full Time

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Sonic Summary

Our client is seeking a skilled Paraplanner to join their Hemel Hempstead team, focusing on high-level technical paraplanning.
The role requires a minimum of 3 years of experience in a paraplanning position and a Level 4 diploma as a minimum qualification.
Key responsibilities include producing cash flow models, conducting research and analysis, and preparing financial plans for clients.
The ideal candidate should possess strong technical knowledge of financial products, excellent communication skills, and attention to detail.
The salary for this position is competitive and will be discussed during the interview process.

Paraplanner - Hemel Hempstead

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. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.

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 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 an office based position at our clients office in Hemel Hempstead, Hertfordshire.

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