Paraplanner - Artemis Recruitment Consultants Ltd : Job Details

Our client is seeking a detail-oriented and analytical Paraplanner to join their national team. In this role, you will work closely with financial advisors to support the financial planning process and ensure the delivery of high-quality advice to clients. Their office is based in Brighton & Hove and will offer hybrid working.

Duties and Responsibilities:

• Conduct in-depth research on financial products (e.g., pensions, investments, insurance) to determine the most suitable options for a client's financial goals.
• Analyse market trends, fund performance, and investment strategies to support the adviser’s recommendations.
• Perform cash flow analysis, tax planning, retirement projections, and risk assessments to provide data for financial planning.
• Use financial planning tools to create and update financial forecasts, plan structures, and manage client data.
• Accurately input client data into financial planning systems, ensuring that information is up to date and aligned with the adviser’s recommendations.
• Work with advisers to update plans based on new client information or changes in market conditions.
• Draft detailed suitability reports that explain why specific financial products or strategies are recommended to clients, ensuring they align with the client's objectives, needs, and risk profile.
• Ensure that all reports and advice adhere to regulatory standards, documenting the rationale for each recommendation.
• Prepare financial plans that may include retirement planning, investment strategies, tax-efficient structures, estate planning, and protection strategies, all tailored to the client's needs.
• Use financial planning software to model various scenarios, helping the adviser to explain the potential outcomes of different strategies to clients.
• Collaborate with financial advisers to provide technical support, answer queries, and ensure all recommendations are thoroughly researched and justified.
• Occasionally communicate with clients to clarify financial details or follow up on outstanding information.
• Assist client services support where information is missing or assist with their understanding of requirements.
• Where necessary co-ordinate with providers to gather required documents or information.
• Assist in completing and submitting application forms for complex cases where required.

Qualifications

• To hold or be working towards the CII Level 4 Diploma. Desire to work towards Chartered status will be fully supported.

Knowledge and experience

• Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable).
• Ability to perform basic tax calculations.
• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
• Ability to acquire, update and apply new skills and knowledge.
• Set own goals and want to deliver agreed targets.
• Competent IT skills, including Word, Excel and Outlook.
• Experience in using financial services back-office systems (Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes.

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