Paraplanner
Advertised by: Artemis Recruitment Consultants
Marlow | Hybrid | £35,000 - £48,000
Permanent | Full-time | 3177725
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
