Financial Advisor Specialist

1 week ago


Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Paraplanner - Elstree

Artemis Recruitment Consultants Ltd is seeking a highly experienced Paraplanner to provide bespoke face-to-face financial advice to individuals and businesses throughout the UK. The successful candidate will be responsible for writing suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, and Protection.

Key responsibilities include:

  • Experience in preparing illustrations for numerous products, such as Protection.
  • Experience in back office administration that relates to the paraplanning role, such as updating a client's CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case.
  • 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.

The ideal candidate will have knowledge of research tools & software and be able to use Salesforce (Client and Case Management Systems) in a process-driven compliant way.

Salary: £45,000 per annum. Full training on company-specific software and company compliance requirements will be provided.



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