Financial Paraplanner

3 weeks ago

Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanner - Wealth Management

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.

Key Responsibilities:
  • Experience in writing suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, and Protection.
  • Experience of preparing illustrations for numerous products, such as Protection.
  • Back office administration that relates to the paraplanning role, including updating client files, auditing, and meeting regulatory and company requirements.
  • Undertake continuous professional development to meet regulatory requirements, both internally and externally.
  • A good working knowledge of regulatory requirements.
  • An adaptable and flexible approach to work within a changing environment.
  • Good IT skills covering MS Office, MS Outlook, MS Excel, and back office system.
Requirements:
  • Knowledge of research tools & software (e.g.
  • Knowledge in other areas such as Protection, IHT, and Tax Efficient Investments.
  • Ability to use Salesforce (Client and Case Management Systems) in a process-driven compliant way.
  • Full training of company-specific software and company compliance requirements will be provided.

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