Experienced Paraplanning Professional

2 months ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanning Support Role

Artemis Recruitment Consultants Ltd is seeking a skilled Paraplanning Support professional to join their team. The successful candidate will work closely with the Paraplanning Team to provide administrative support and ensure the smooth operation of the team.

Key Responsibilities:
  1. Client Data Management: Manage client data on X-Plan, specifically with regards to inputting, scanning, and attaching Fact Find information, data consent information, and client attitude to risk records.
  2. Risk Profile Management: Run client risk profiles through Dynamic Planner and liaise with the Paraplanner/Adviser to agree the client's attitude to risk.
  3. Software Proficiency: Have a good knowledge of Microsoft Outlook, Word, and Excel, and be able to learn and comfortably use software platforms.
  4. Communication Skills: Be articulate and have a good command of written and verbal English.
Person Specification:
  1. Technical Skills: Have a good understanding of Microsoft Office applications and be able to learn new software platforms.
  2. Communication Skills: Be able to communicate effectively with the Paraplanning Team and other stakeholders.
  3. Organizational Skills: Be able to prioritize tasks and manage multiple projects simultaneously.


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