Paraplanner – Aldershot / Guilford

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Company: Artemis Recruitment Consultants
Category: Business and Financial Operations Occupations
Published on 2021-06-23 06:00:53


Location: Aldershot

Salary: Competitive salary and benefits

Job Brief:

Our client is looking for a non-client facing entry level Paraplanner to join their centralised team at their Head Office in Farnborough.

The Paraplanner will be responsible for:

 Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure that ALL aspects of the client financial needs are clearly documented

 Using research tools to ensure independent/holistic advice is provided to the client in line as requested by the Private Client Adviser

 Liaise with consultants and third parties for additional information to support the recommendations put forward with the ability to challenge/agree requirements to enable the paraplanning activities to be performed in a timely and quality manner

 To prepare draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the Adviser, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice Candidate Requirements

 Pension and DB Transfer knowledge essential. Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice

 Previous Financial Services experience is essential preferably obtained in a life and pensions environment.

 Previous Paraplanning experience is essential (minimum of 1 year).

 Full Certificate in Financial Planning or equivalent is essential.

 Previous experience in working within a sales-oriented team with interest in researching and analysing information is essential.

 Attention to detail and the ability to explain complex information clearly and simply is key

 Excellent PC knowledge and ability to operate database systems.

 Working towards FP Diploma is essential. Interview Process

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