Senior Paraplanner - Nottingham, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is looking for a talent Senior Paraplanner to join their team in Nottingham.

Responsibilities:

Working collaboratively with financial planners, you will help give advice to clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan withthe company's summary advice, accompanied by a suitability report for regulated recommendations.
With strong technical knowledge, you will support other members of the team, being responsible for their technical development and ongoing learning.
Using your experience of defined benefit pensions, you will prepare the necessary assessments and advice for clients when required, and support other members of the team in this area.
Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
A place on the Investment & Research Committee so you can shape the advice the company gives.
Maintaining and developing our templates, calculators and input into process development.

You:

Preferably qualified to Level 6 and have worked as a paraplanner at a senior level previously
Experience of dealing with arrangements such as family investment companies, share options and international pensions, in addition to the more typical financial planning product solutions
Able to demonstrate ability to work under pressure
Day-to-day involvement with clients
Capable of drafting concise and accurate correspondence

Who will this role suit?

The role will suit a dynamic individual with a positive, commercial, attitude who also has a conscientious work ethic, and is keen to get broad-based experience across financial planning and investment management at a leading firm, with exposure to moredetailed technical work.

Support for professional study is available and the company actively encourages staff to progress their careers.

Remuneration is commensurate with experience level.

If you are interested in this position then please forward your CV to Josie at Artemis Recruitment.