Paraplanner

Paraplanner

We have a new opportunity for a Paraplanner to join our client based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability.

Key Responsibilities

• Evaluate prospective client objectives, portfolio holdings, time horizons, cash flow needs and overall financial situation to determine suitable asset allocation recommendations
• Review and develop plans for clients with highly specialised financial situations
• Analyse prospective clients' existing pension and investment bond arrangements to determine whether a transfer is appropriate
• Create and deliver training for other teams as required
• Ensure regulatory compliance with internal policies and FCA requirements

Qualifications & Experience

• University degree or equivalent combination of education and experience
• Level 4 Qualification preferred (CII Regulated Diploma or CISI Investment Advice Diploma)
• Minimum of 3 years' experience in financial services
• High attention to detail with excellent organisational and time-management skills
• Strong numerical and analytical skills

If you are interested in applying for this role, then please send a copy of your CV through to sam@artemisrecruitment.co.uk