Senior Financial Planning Specialist

1 week ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

We are seeking a highly skilled and experienced financial planning paraplanner to join our team at Artemis Recruitment Consultants Ltd.

About the Role

The successful candidate will be responsible for delivering accurate and compliant advice within agreed timescales and cost budgets. This will involve providing technical resource to the adviser team, acting as an effective point of liaison between adviser and support teams, and contributing to the continued improvement of the client experience and the firm's knowledge base.

Key Responsibilities
  • Deliver high-quality advice within agreed timelines and budget constraints.
  • Provide technical assistance to the adviser team as required.
  • Facilitate communication between advisers and support staff to ensure seamless service delivery.
  • Contribute to the enhancement of client satisfaction and the company's knowledge repository.
Requirements

To be successful in this role, you will need to have:

  • A minimum Level 6 qualification in a relevant field.
  • Previous experience working as a senior paraplanner.
  • Demonstrated ability to work under pressure.
  • Day-to-day interaction with clients.
  • Strong writing skills, with the ability to draft clear and concise correspondence.
Person Specification

This role is ideal for a dynamic individual with a positive commercial attitude, a strong work ethic, and a desire to gain broad-based experience across financial planning and investment management. You should be able to demonstrate your ability to work effectively in a fast-paced environment and contribute to the growth and development of the company.



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