Investment Operations Specialist

24 hours ago


Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

This role as a Financial Paraplanner involves assisting financial advisors in crafting personalized financial plans and investment strategies for clients. Our company offers a unique work environment with a luxurious office space, gym, and on-site restaurant.

About the Role

This is an exciting opportunity to join our team as a Financial Paraplanner, where you will play a vital role in supporting financial advisors in preparing comprehensive financial plans and investment strategies for clients.

  • Deliver exceptional support to financial advisors by providing accurate and timely information on investment products and market trends.
  • Effectively implement investment strategies and maintain close monitoring of client accounts to ensure optimal performance.
  • Utilize advanced financial planning software and tools to efficiently manage client data and provide insightful recommendations.
  • Demonstrate a deep understanding of investment products and financial markets to offer confident guidance to clients.

The estimated annual salary for this position ranges from $90,000 to $120,000, based on experience and qualifications.



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