Wealth Management Support Professional
2 weeks ago
We are seeking an experienced Paraplanner to join our Wealth Management team. This is a fantastic opportunity to work with a well-established practice providing high-quality financial advice to individuals and businesses.
Estimated Salary: £45,000 per annum.
The successful candidate will have a strong background in writing suitability letters, preparing product illustrations, and back office administration. They will also possess excellent IT skills, particularly in Microsoft Office and Salesforce.
- Write clear and concise suitability letters on various topics, including pensions, investments, and protection.
- Prepare accurate and detailed product illustrations.
- Ensure efficient back office administration, maintaining up-to-date client records and meeting regulatory requirements.
- Research and utilise industry-standard tools and software.
- Maintain expertise in key areas, including protection, inheritance tax, and tax-efficient investments.
- Utilise Salesforce to manage cases efficiently and ensure compliance.
Ongoing training and development opportunities will be provided to support the employee's continued growth and success.
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Wealth Management Support Professional
1 week ago
Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Management Paraplanner RoleArtemis Recruitment Consultants Ltd is seeking a motivated and organized Paraplanner to join our team. As a Paraplanner, you will be responsible for providing administrative support to our wealth management advisors, ensuring that clients receive exceptional service and advice.Key responsibilities include:Preparing and...
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Wealth Management Administrator
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Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout Us">We are Artemis Recruitment Consultants Ltd, a leading recruitment agency specializing in finance and wealth management positions.Job Opportunity">We are currently looking for a skilled Paraplanner to join our team, providing administrative support to our Financial Advisors.Responsibilities">The successful candidate will be responsible for:">Writing...
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Financial Paraplanning Professional
1 day ago
Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany Overview">Artemis Recruitment Consultants Ltd is proud to present an exciting opportunity for a highly experienced Paraplanner within a Wealth Management Practice that provides bespoke face-to-face financial advice to individuals and businesses throughout the UK.Salary">The salary for this role is £45,000 per annum, offering a competitive package in...
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Sales Support Professional
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Mortgage Administrator
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Mortgage Administrator
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Clinical Support Professional
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Support Professional for Financial Advisors
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Paraplanning Expertise Consultant
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Administrative Support Professional
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Technical Support Specialist
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Sales Support
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Elstree, United Kingdom CV-Library Full timeWe provide on-site wireless communication solutions including paging systems, two-way radios, critical alarms, call button solutions and our Gen2 messaging and alarm monitoring software. Our solutions are found in 5-star hotel chains, investment banks, household-name retailers, super-yachts, football stadiums, global restaurant groups, and many other...
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Facility Management Help Desk Support
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IT Service Desk Professional
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Financial Support Specialist
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Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany Overview">Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in the financial sector. Our team consists of experienced professionals dedicated to providing top-notch services to our clients.">About the Role">We are seeking a highly skilled Junior Paraplanner to join our team. As a Junior Paraplanner, you will be...
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Uk & Ireland Professional Service Centre Director
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Processing and Customer Care Professional
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