Paraplanner (Pensions) (Permanent) - Cambridge, Cambridgeshire, United Kingdom - Artemis Recruitment Consultants Ltd

Description

The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.

Preparing lifetime cashflow models relevant to each client's circumstances, objectives and possible financial outcomes.
Communicating these models to each client in person and in writing.

Constructing and producing a financial plan to address each client's lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning.

Carrying out regular reviews of clients' financial plans, circumstances and objectives.

Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.

Engaging with intelligent, demanding clients (many of whom are investment professionals themselves) consistent with developing and maintaining outstanding, long-term relationships.

Have 5+ years' experience within the independent financial services industry, in a paraplanning role
Hold Chartered Financial Planner status with the CII
Understand the principles of asset allocation and portfolio construction
Have excellent knowledge of investment, life and pensions products and current legislation
Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers

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