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Financial Planning Assistant
3 weeks ago
Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner (Investments) Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner (Investments) to join our team. As a key member of our financial services team, you will play a vital role in supporting our Advisers in providing exceptional client service.Key Responsibilities:Client Correspondence and Administration: Manage and...
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Financial Planning Assistant
3 weeks ago
Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner (Investments) Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner (Investments) to join our team. As a key member of our financial services team, you will play a vital role in supporting our Advisers in delivering exceptional client service.Key Responsibilities:Client Correspondence and Administration: Manage and...
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Financial Planning Assistant
3 weeks ago
Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner (Investments) Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner (Investments) to join our team. As a key member of our financial services team, you will play a vital role in supporting our Advisers in delivering exceptional client service.Key Responsibilities:Client Correspondence and Administration: Manage and...
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Financial Planning Assistant
4 weeks ago
Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner (Investments) Job DescriptionArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner (Investments) to join our team. As a key member of our financial services team, you will play a vital role in supporting our Advisers in delivering exceptional client service.Key Responsibilities:Client Correspondence and Administration: Manage and...
Financial Planning Paraplanner
2 months ago
Exciting Opportunity: Recruit UK | Certified B Corp™ is presenting a unique position for a Paraplanner.
About the Company: Our client specializes in comprehensive Wealth Management services for individual clients and corporations, covering areas such as investment strategies, retirement solutions, tax planning, and more. As they continue to expand and integrate with other successful firms in the financial advisory sector, they are seeking a skilled Paraplanner to enhance their already accomplished Paraplanning team. This role offers a collaborative environment with experienced professionals, providing ample opportunities for learning and mentorship.
Key Responsibilities:
- Drafting suitability reports post client consultations
- Conducting product research for both new and ongoing business
- Performing cash flow analysis
- Participating in client meetings as necessary
- Providing assistance to Advisers and the back-office team with technical inquiries
Benefits Offered:
- Competitive salary package up to £50,000 (dependent on experience and negotiable)
- Discretionary bonus structure
- Opportunities for career advancement and professional development
- Flexible hybrid working arrangements
- 20 days of annual leave plus bank holidays and Christmas closure
- Holiday buy/sell scheme
- 5% pension contribution
- Private health insurance
- Support for exam funding and professional qualifications
Required Skills and Experience:
- Proven experience in a Paraplanning role
- Level 4 Diploma in Financial Planning or progress towards Chartered status
- Strong technical expertise and understanding of UK financial products
