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 .
#J-18808-Ljbffr
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 .
#J-18808-Ljbffr
