Paraplanning Support Specialist
1 month ago
We are looking for a Paraplanning Support Specialist to join our team at Artemis Recruitment Consultants Ltd in Banstead.
The ideal candidate will have previous administrative and paraplanning experience, knowledge of major research systems (Cashcalc, X-Plan, FE Analytics etc), and excellent IT skills and proficiency in Microsoft Office.
Responsibilities include:
- Providing paraplanning support to wealth advisers
- Researching products, financial planning solutions, and investment strategies
- Preparing recommendation reports for client meetings
- Providing technical support
- Assisting advisers with client management
- Providing technical reports and information to advisers and clients
- Ensuring accurate processing of high-worth investment transactions
The salary for this role is approximately £28,000 per annum, depending on experience.
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Business Paraplanning Specialist
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Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany Overview:We are a recruitment agency, Artemis Recruitment Consultants Ltd, looking for highly skilled trainee and experienced paraplanners to support our clients in the Coulsdon area of Surrey.About the Role:This is an exciting opportunity to join our team as a Trainee Paraplanner and progress into an Advisory role within the firm. You will provide...
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Paraplanning Support Specialist
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an ambitious and detail-oriented Paraplanner or Trainee to join our team in Coulsdon, Surrey. The successful candidate will provide vital support to a team of wealth advisers, contributing to the delivery of exceptional client outcomes.As a key member of our team, you will have the opportunity to develop your skills and knowledge, working...
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Paraplanning Professional
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Investment Paraplanning Professional
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Paraplanning Professional Trainee
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Paraplanning and Administration Expert
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Wealth Planning Specialist
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Wealth Management Support Specialist
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Wealth Advisory Support Professional
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Wealth Planning Support Role
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Wealth Planning Assistant
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Senior Paraplanner
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Financial Planning Associate
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Trainee Financial Planner
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Financial Planner Assistant
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Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planner AssistantAbout Us:A leading recruitment consultancy, Artemis Recruitment Consultants Ltd, is seeking a skilled Financial Planner Assistant to join our team. Our client, a reputable wealth management company, offers an exciting opportunity for the right candidate to develop their career in financial planning.Job Summary:We are...
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Wealth Management Assistant
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Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAt Artemis Recruitment Consultants Ltd, we are seeking a Wealth Management Assistant to provide essential support to our wealth advisers in Banstead.Responsibilities include:Providing paraplanning support to wealth advisersResearching products, financial planning solutions, and investment strategiesPreparing recommendation reports for client...
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Paraplanning and Advisory Role
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Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you looking for a challenging role that combines finance and administration? We are recruiting for a Trainee Wealth Adviser to join our team in Coulsdon, Surrey. As a Trainee Paraplanner, you will work closely with our wealth advisers, providing essential support with client management, technical reports, and investment transactions.Job Description:In...
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Financial Planning Associate
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Financial Planning Assistant
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