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Artemis Recruitment Consultants Ltd
,
London, Greater London
Senior Paraplanner
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Our client is searching for a talented Senior Paraplanner/Financial Planner to join their rapidly growing Financial Planning Department. The role could suit a level 4 qualified Paraplanner/trainee financial adviser looking to progress into an advisory role, or an existing adviser looking for a modern and efficient approach to private client advice and asset management. The successful candidate will typically be required to work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. You will be producing New Business Suitability Reports Writing the financial advice portion of new business suitability reports for prospects. The reports primarily focus on the suitability of defined contribution pension switches/transfers with meeting clients’ long term objectives at the heart of the advice. The advice is owned by the Senior Paraplanner/Financial Planner, hence previous FCA-registered CF30 experience is an advantage. Candidates who have not held previously CF30 status will be helped towards achieving this, following an internal competency programme, typically within their first year in the role. Providing Ongoing Financial Advice to Existing Clients With a growing client base at various stages of life, the role requires the provision of financial advice covering a broad range of topics. These include pension and investment accumulation (pension contributions, carry forward, lifetime allowance (LTA) planning), designing tax efficient cash flow strategies during retirement (effective use of tax wrappers, allowances and exemptions), and later life planning (estate and IHT planning, implementing offshore bonds and trusts). Advice will typically be delivered to clients over the phone or via email, with some face-to-face client meetings required as candidates develop within the role. You will need to be: University graduate or equivalent combination of education/experience Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification Very strong understanding of financial planning principles Genuine desire to provide a high standard of advice and service to clients Quantitative in nature, with strong written and oral communication Extremely attentive to detail Highly self-motivated Desire and ability to work in a dynamic and professional team environment Hold CF30 status (or be prepared to progress to this status) Detailed knowledge of defined contribution pensions (including safeguarded benefits) is an advantage, as well as experience as a qualified Pension Transfer Specialist (PTS) The role offers an exciting opportunity to progress quickly within a truly global asset management firm. Please email your CV to be considered.