Paraplanner

3 weeks ago


London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Our client is looking for a talented Paraplanner to join their team in London.

**Key Responsibilities**:

- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- Providing technical resource to the adviser team
- Acting as an effective point of liaison between adviser and support teams
- Contributing to the continued improvement of the client experience and the firm’s knowledge base
- be qualified to QCF level 6 and have worked as a paraplanner at a senior level previously
- have experience of dealing with arrangements such as family investment companies, share options (inc. EMI) and international pensions, in addition to the more typical financial planning product solutions
- be able to demonstrate their ability to work under pressure
- have day-to-day involvement with clients
- be capable of drafting concise and accurate correspondence

The firm operates a flexible working policy including variable hours and splitting time between attendance at the office and remote working

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


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