Technical Paraplanner
Job in
Colchester, Essex County, CO1, England, UK
Listed on 2026-07-27
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Technical Paraplanner
Our client is looking for a talented Paraplanner to join their team. As a Paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
Key Responsibilities- Support the Financial Planners in research and analysis to meet client needs and objectives
- Prepare client financial plans and suitability reports/letters, including annual review, new business or ad hoc advice reports
- Compile cashflow models when required as part of the advice process
- Attend client meetings with Financial Planners as required, presenting cashflow to clients as required
- Maintain up to date product and technical knowledge
- Fully Diploma qualified
- Good understanding of the Financial Planning process
- Strong interpersonal skills, both written and verbal communication
- Excellent planning and organisational skills
- In-depth knowledge and experience with cashflow modelling
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