Wealth Management Support Professional

2 weeks ago


Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

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.
Key Responsibilities:
  1. Research and utilise industry-standard tools and software.
  2. Maintain expertise in key areas, including protection, inheritance tax, and tax-efficient investments.
  3. 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.



  • Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Wealth 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...


  • Elstree, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Wealth Management Administrator** **Location**:Elstree **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Monday - Thursday in office / Friday work from home (9.00am - 5.30pm) **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** You will be part of a fast-paced team managing the work...


  • Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About 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...


  • Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company 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...


  • Elstree, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    Job Title: Sales Support ProfessionalWe are looking for a skilled Sales Support Professional to join our team at Burton Bolton & Rose Recruitment Services Ltd.About the CompanyBurton Bolton & Rose Recruitment Services Ltd is a reputable organization that offers a range of products and services to its clients.About the JobThe Sales Support Professional will...


  • Elstree, United Kingdom Ortus PSR Full time

    **Mortgage Administrator** **Location: Watford** **Salary: £20,000 - £30,000** The opportunity for a brilliant Mortgage Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustaintheir Chartered...


  • Elstree, United Kingdom Ortus PSR Full time

    The opportunity for a brilliant Mortgage Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustaintheir Chartered status. **Responsibilities**: - Assisting with preparing documents for the Paraplanners...


  • Elstree, United Kingdom Remedicare Full time

    Job OverviewWe are seeking a skilled Dental Nurse to join our team at Remedicare. As a Dental Nurse, you will play a vital role in providing exceptional patient care and supporting our dental professionals. This is an excellent opportunity to develop your skills and advance your career in a dynamic and supportive environment.


  • Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Contribute to the success of Artemis Recruitment Consultants Ltd as a Support Professional for Financial Advisors.This is an excellent opportunity for individuals with a passion for finance and a desire to develop their skills in a supportive environment.A minimum of 6 months to 1 year of experience in a related role is ideal, but we welcome applications...


  • Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner Role - ElstreeWe are recruiting a skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will be responsible for supporting our wealth management practice by providing high-quality administrative support to our advisors.The successful candidate will have experience in writing suitability letters,...


  • Elstree, United Kingdom Reed Business Support Full time

    **Front of House Receptionist / Host** A newly invested facility situated in Hertfordshire’s countryside with a vision is to be the most inclusive, family friendly and appealing place both to work and visit. The Front of House / Host role provides assistance with the day to day running of the range and the club house. You will provide an exceptional...


  • Elstree, United Kingdom Brook Street Full time

    Job Description and RequirementsWe are seeking a highly organized and customer-centric individual to fill this temporary role. As a Processing Officer, you will be responsible for:• Dealing with customer enquiries received via phone, email, or other channels• Following up on enquiries to ensure completion and delivery of excellent customer care•...

  • Education Professional

    23 hours ago


    Elstree, United Kingdom 4myschools Full time

    Job OpportunityA dynamic and passionate KS2 Teacher is required to join a school in Hertfordshire, starting from January 2024. This full-time position offers a competitive salary of £170-£230 per day.The ideal candidate will have Qualified Teacher Status (QTS) or equivalent, with relevant experience teaching in KS2, preferably within a primary school...


  • Elstree, United Kingdom Canon Full time

    Canon UK is looking for a **Technical Support Specialist** to join the 2nd Level Helpdesk team at the Canon Professional Service Centre - Elstree. **Salary £27,378 - £28,899 depending on experience.** You'll also be eligible for a performance-based **bonus of 5%**. Your role as a **Technical Support Specialist,** with training, you will be providing...

  • Sales Support

    1 month ago


    Elstree, United Kingdom CV-Library Full time

    We 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...


  • Elstree, United Kingdom Ritz Recruitment Ltd Full time

    A fantastic opportunity has arisen for an experienced Facilities Management Help Desk Administration Support to work for the UK’s leading Diagnostic Medical Pathology organisation, based in Elstree Borehamwood, Hertfordshire. Main duties include: - To provide overall assistance to the Laboratory support teams as a central helpdesk - Ensuring all queries...


  • Elstree, United Kingdom Getting In Limited Full time

    About the RoleChalkline Solutions Ltd is looking for a skilled IT Service Desk Professional to deliver exceptional customer service. As an IT Service Desk Professional, you will be responsible for providing technical support and resolving issues efficiently.Responsibilities:Resolve technical issues via phone, email, or in-person.Monitor security queues to...


  • Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company 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...


  • Elstree, United Kingdom Canon Full time

    Do you want to work for an organisation that values your contribution and rewards you accordingly? If the answer is yes, please read on You will be fully responsible for leading a team of up to 60 people in the UK based service centre. The key purpose of this role is to create and develop an ITCG Service Delivery MTP aligned to the central strategy and...


  • Elstree, United Kingdom Brook Street Full time

    About the RoleAs a Processing and Customer Care Professional, you will provide administrative support to the team, focusing on processing and submitting purchase orders and invoices through our in-house system.You will also handle customer contacts, including return calls regarding the outcome of enquiries.