Wealth Management Assistant

2 days ago


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

We are working closely with Artemis Recruitment Consultants Ltd to find an exceptional Paraplanner to manage wealth for private clients, families, and institutions. This role requires:

Key Responsibilities:

  • Preparing suitability letters and illustrations for client meetings
  • Managing cases to completion and ensuring compliance
  • Liaising with colleagues and third parties on a daily basis

The ideal candidate will have significant industry experience and excellent communication skills. A salary of £40,000 - £55,000 per annum is available for this challenging yet rewarding role.

This position offers the opportunity to work with a reputable firm and develop your skills further.



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