Paraplanning Professional
1 week ago
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service to our clients and candidates, and we are now seeking a highly skilled financial planning paraplanner to join our team.
About the RoleThe successful candidate will be responsible for delivering high-quality advice within agreed timelines and budget constraints. 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 Requirements- 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.
We offer a competitive salary package, including a £55,000 - £65,000 per annum salary, depending on experience. You will also have the opportunity to work with a leading firm in the industry, gaining valuable experience and developing your skills in financial planning and investment management.
-
Expert Paraplanning Consultant
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeRole OverviewWe are seeking an Expert Paraplanning Consultant to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will have experience in delivering accurate, well-drafted, and compliant financial planning advice within agreed timescales and cost budgets.About the PositionDelivering technical expertise to the adviser team to...
-
Pension and Investment Planning Consultant
5 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the PositionThis role offers the ideal opportunity for a skilled Financial Paraplanner to join our dynamic team and contribute to the growth and success of our organization.Responsibilities and RequirementsPrepare recommendations and produce suitability reports in line with company policy.Write suitability reports on a weekly basis and lead report...
-
Senior Financial Planning Specialist
1 week ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for an experienced professional to take their career to the next level.About the RoleThis role involves preparing recommendations and producing suitability reports in line with company policy. You will be...