Financial Services Professional

20 hours ago


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

Our client, Artemis Recruitment Consultants Ltd, is seeking an experienced Paraplanner to join their team based in Weybridge. The successful candidate will have a strong background in managing wealth for private clients, families, and institutions.

The role involves:

  1. Preparing suitability letters and reports for client meetings
  2. Collating client information and managing cases to completion
  3. Liaising with colleagues and third parties on a daily basis

A competitive salary of £35,000 - £50,000 per annum is offered, reflecting the company's commitment to attracting top talent.

This is a fantastic opportunity for an ambitious individual to take their career to the next level.



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