Paraplanning Assistant

7 days ago


Cranbrook, Kent, United Kingdom Brook Street Full time
About the Role

We are seeking a highly motivated and organized individual to join our paraplanning team as a Trainee Paraplanner. As a key member of our team, you will assist in various tasks, including data entry, file organization, and document preparation.

Key Responsibilities
  • Support the paraplanning team with administrative tasks, ensuring accuracy and confidentiality of client records.
  • Collaborate with financial advisers, paraplanners, and other team members to deliver high-quality services.
  • Conduct research and analyze data to support financial advisers and paraplanners in ongoing advice.
  • Document ongoing advice and create clear, detailed reports based on input from paraplanners and advisers.
Requirements
  • Experience working in the financial services industry.
  • Dependable and driven by self-motivation.
  • Excellent communication and organizational skills.
What We Offer
  • Opportunity to work in a dynamic and supportive team environment.
  • Professional development and training opportunities.
  • Competitive salary and benefits package.


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Paraplanning Assistant to support our Financial Advisors and Paraplanners in delivering exceptional client service. This role offers opportunities for growth and development, with the potential to train as a qualified paraplanner.Key Responsibilities:• Assist the paraplanning team with administrative tasks, including data entry,...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Paraplanning Assistant to support our Financial Advisors and Paraplanners in delivering exceptional client service. This role offers opportunities for growth and development, with the potential to train as a qualified paraplanner.Key Responsibilities:• Assist the paraplanning team with administrative tasks, including data entry,...


  • Cranbrook, Kent, United Kingdom Brook Street Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation.Key ResponsibilitiesSupport the paraplanning team with administrative tasks, ensuring...


  • Cranbrook, Kent, United Kingdom Brook Street Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation.Key ResponsibilitiesSupport the paraplanning team with administrative tasks, ensuring...


  • Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee Paraplanner About the Role: We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation. Responsibilities: * Assist the paraplanning team...


  • Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee Paraplanner About the Role: We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation. Responsibilities: * Assist the paraplanning team...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Trainee Paraplanner to support our Financial Advisors and Paraplanners in delivering exceptional client service. This role offers a supportive environment to develop your skills and progress to a qualified paraplanner position.Key Responsibilities:• Assist the paraplanning team with administrative tasks, including data entry, file...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Trainee Paraplanner to support our Financial Advisors and Paraplanners in delivering exceptional client service. This role offers a supportive environment to develop your skills and progress to a qualified paraplanner position.Key Responsibilities:• Assist the paraplanning team with administrative tasks, including data entry, file...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Paraplanner OpportunityArtemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented individual to join their team as a Trainee Paraplanner. This role offers a supportive environment where you will work closely with financial advisors and paraplanners to deliver exceptional client service.Key Responsibilities:Assist the...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Paraplanner OpportunityArtemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented individual to join their team as a Trainee Paraplanner. This role offers a supportive environment where you will work closely with financial advisors and paraplanners to deliver exceptional client service.Key Responsibilities:Assist the...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Paraplanner OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Trainee Paraplanner. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring seamless delivery of exceptional client service.Key Responsibilities:Assist the...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee Paraplanner OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as a Trainee Paraplanner. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring seamless delivery of exceptional client service.Key Responsibilities:Assist the...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Job Summary**Artemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented individual to fill the role of Trainee Paraplanner. As a key member of our team, you will play a supportive role to our Financial Advisors and Paraplanners, assisting in the delivery of exceptional service to our clients.**Key Responsibilities:**Assist the...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Job Summary**Artemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented individual to fill the role of Trainee Paraplanner. As a key member of our team, you will provide administrative support to our Financial Advisors and Paraplanners, ensuring the delivery of exceptional client service.**Key Responsibilities:**Assist the...

  • Paraplanning Trainee

    3 hours ago


    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerWe are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.Company Overview: Our client specialises in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses throughout the Southeast.Key...

  • Paraplanning Trainee

    34 minutes ago


    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerWe are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.Company Overview: Our client specialises in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses throughout the Southeast.Key...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary: Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Trainee Paraplanner to join their team. As a Trainee Paraplanner, you will play a supportive role to the Financial Advisors and Paraplanners, assisting with various administrative tasks and contributing to the delivery of exceptional client service. Key...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary: Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Trainee Paraplanner to join their team. As a Trainee Paraplanner, you will play a supportive role to the Financial Advisors and Paraplanners, assisting with various administrative tasks and contributing to the delivery of exceptional client service. Key...


  • Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Job Summary**Artemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented individual to fill the role of Trainee Paraplanner. As a key member of our team, you will play a supportive role to our Financial Advisors and Paraplanners, assisting in the delivery of exceptional service to our clients.**Key Responsibilities:**Assist the...

  • Trainee Paraplanner

    2 weeks ago


    Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented individual to fill the role of Trainee Paraplanner. As a key member of our team, you will provide administrative support to our Financial Advisors and Paraplanners, ensuring seamless delivery of exceptional client service.Key Responsibilities:• Assist the paraplanning...