Paraplanner

Paraplanner

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.

Key Responsibilities

• Conducting extensive research and providing Advisers with technical assessments and reports
• Conducting in-depth meeting preparation, attending client meetings where appropriate and producing follow-up reports
• Producing technical and compliant suitability letters
• Preparing lifetime cashflow models, reviewing clients' goals and potential outcomes
• Producing full financial plans including contingency planning and tax planning

Experience

• Complex IHT and Estate Planning
• VCT, EIS and BR Products
• Pension/retirement planning
• Structured products and Trusts

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