Paraplanner

We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.

Responsibilities:

• Working closely with product providers to obtain information and process business
• Preparing recommendations for clients alongside advisers and writing suitability reports
• Answering client enquiries via telephone and email, resolving these in a professional and timely manner
• Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
• Preparing review documents for clients including bespoke illustrations and valuations
• Conducting detailed analysis of investments, assessing performance and cost
• Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
  

Experience & Qualifications:

• At least 2 years experience working as a paraplanner or within a financial advisory firm
• Previous St James's Place experience would be strongly advantageous
• Intermediate level Microsoft Suite - Outlook, Office, Word and Excel
• Confident communicating with clients and 3rd party providers
• Excellent attention to detail, organisational, and time management skills
• Open to receiving candid feedback in order to enhance your progression
  

If you are interested in applying for this position, then please submit a copy of your CV to Sam at Artemis Recruitment.