Financial Paraplanner

2 months ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanner (SJP) - London

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.

Key Responsibilities:
  • Write suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, and Protection.
  • Prepare illustrations for numerous products, such as Protection.
  • Perform back-office administration tasks related to the paraplanning role, including updating client files and ensuring regulatory and company requirements are met.
  • Undertake continuous professional development to meet regulatory requirements.
  • Develop a good working knowledge of regulatory requirements.
  • Adapt to a changing work environment and demonstrate flexibility.
  • Utilize MS Office, MS Outlook, MS Excel, and back-office system with proficiency.
Requirements:
  • Familiarity with research tools and software.
  • Knowledge in areas such as Protection, IHT, and Tax Efficient Investments.
  • Ability to use Salesforce in a process-driven compliant manner.
  • Full training will be provided for company-specific software and compliance requirements.


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