Paraplanner - Nottingham, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd
Verified Company
Nottingham, United Kingdom

6 days ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Our client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available.


Specific activities include:


  • Check all compliance paperwork is present
  • Discuss client objectives with Financial Advisers
  • Conduct research into new products
  • Write suitability reports
  • Ensure all compliance paperwork is in order and accurate
  • Make changes to clients' investments as instructed
  • Establish and build strong relationships with clients
  • Organise future planning meetings with clients
  • Review investment portfolio, asset allocation, risk profile etc
  • Send planning figures to client for update and revision in preparation for next meeting
  • Initiate review meetings with clients
  • Respond to withdrawal requests
  • Data entry using relevant platforms

Key Skills/Experience Required

Essential

  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Ability to work independently and in a team

Desirable

  • Broad knowledge of financial services world
  • High level of technical knowledge
  • Knowledge of Financial Planning tools

Qualifications

Essential

  • Diploma qualified
If you are interested in this position then please submit your CV to Josie at Artemis Recruitment.
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