Position: Paraplanner / Assistant Financial Planner - Harpenden
Pay: £35k - £50k
Location: Harpenden
Date: 16/11/2022
Job Overview
Our client is looking for an experienced Paraplanner / Assistant Financial Planner to join their expanding team based in Harpenden. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm. There is an opportunity to transition into a financial adviser role over time, should you wish to pursue that career path.
Key Responsibilities:
* Technical report writing and occasional cashflow forecast generation.
* Assisting the adviser in creating and implementing a client’s financial plan and helping decide on advice and strategy.
* Conducting product research and building relationships with fund management companies and product providers.
* Attending fund management and product conferences and workshops as relevant.
* Obtaining product key features using internal systems and software, provider intranets, and the internet.
* Liaising with product and investment providers and processing applications for products and investments.
* Administering client files.
* Documenting and attending client meetings, occasionally presenting on technical subjects.
* Enhancing and developing personal relationships with top-tier clients.
* Assisting at our annual personal finance conference.
* Providing support for client meetings, including schedules, valuations, and key feature documents.
* Updating and using back-office systems, reporting M.I. data to Managers and Directors.
Technology:
Proficiency in Microsoft Office Suite, Iress, Xplan, O&M, Profiler, Cashcalc, and Voyant is required. Knowledge of Standard Life Wrap, Aegon/Cofunds, and AJ Bell Wrap is preferred but not essential.
Qualifications:
Diploma qualified preferred; however, candidates with at least 3 RO papers passed and 2 years of report writing experience will be considered.
Benefits:
* Company pension
* Flexitime
* Life insurance
* On-site parking
* Wellness programme
* Work from home
If this position is of interest to you, please forward your CV to josie@artemisrecruitment.co.uk.
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