Technical Paraplanner

Technical Paraplanner

Our client is looking for a talented Paraplanner to join their team. As a Paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.

Key Responsibilities

• Support the Financial Planners in research and analysis to meet client needs and objectives
• Prepare client financial plans and suitability reports/letters, including annual review, new business or ad hoc advice reports
• Compile cashflow models when required as part of the advice process
• Attend client meetings with Financial Planners as required, presenting cashflow to clients as required
• Maintain up to date product and technical knowledge

Essential Qualities

• Fully Diploma qualified
• Good understanding of the Financial Planning process
• Strong interpersonal skills, both written and verbal communication
• Excellent planning and organisational skills
• In-depth knowledge and experience with cashflow modelling

If this position is something that you would be interested in, then please forward your CV to sam@artemisrecruitment.co.uk