Wealth Advisory Support Professional

4 days ago


Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Join Our Wealth Team:

We're looking for a motivated Trainee Paraplanner to support our wealth advisers in Coulsdon, Surrey.

About the Job:

  • You will work closely with experienced wealth managers to deliver exceptional client service.
  • Research and prepare comprehensive reports to inform client decisions.
  • Develop your skills in paraplanning, administration, and technical support.

What You Need:

  • Relevant qualifications, such as CII exams or a Level 4 Financial Planning certificate.
  • Experience in administration, paraplanning, or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Package: Competitive salary (£33,000 - £37,000 per annum).



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