Wealth Management Professional

3 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

**About the Role:**

We are seeking a skilled paraplanner to join our client's Wealth Management Practice in London. As a Paraplanning Expert, you will play a crucial role in delivering high-quality financial advice to clients.

Responsibilities:

  • Developing and implementing paraplanning strategies to support the team.
  • Providing exceptional customer service, responding to client inquiries, and resolving issues promptly.
  • Collaborating with cross-functional teams to achieve business objectives.
  • Staying current with industry developments, regulations, and best practices.

Requirements:

  • Proven experience in paraplanning, with a strong understanding of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in MS Office, Salesforce, and other relevant software.
  • Able to work in a fast-paced environment, prioritizing tasks, and meeting deadlines.

What We Offer:

Our client provides a supportive work environment, opportunities for growth and development, and a competitive salary package.



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