Paraplanning and Planning Coordinator

2 weeks ago


Chelmsford, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Join Artemis Recruitment Consultants Ltd as a Financial Paraplanner and contribute to the success of our Financial Planners. In this challenging yet rewarding role, you will be responsible for conducting research and analysis, preparing financial plans and reports, managing data presentation, and attending client meetings. Your excellent planning and organizational skills, combined with your technical knowledge and industry expertise, will enable you to deliver high-quality results and drive business growth.

We are looking for a skilled and dedicated individual who can work effectively in a fast-paced environment and prioritize tasks to meet deadlines. The successful candidate will have a solid understanding of the Financial Planning process, excellent communication skills, and the ability to build strong relationships with clients and colleagues. Salary: £38,500 - £50,000 per annum, dependent on experience.

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