Paraplanning Expert
3 days ago
Company Overview
">We are Artemis Recruitment Consultants Ltd, a leading recruitment agency specialising in financial services. We are looking for an experienced Paraplanner to join our team.
">Salary
">The salary for this role is estimated at £50,000 - £60,000 per annum, depending on experience.
">Job Description
">This is an exciting opportunity for a motivated and skilled individual to develop their career as a senior financial advisor. The successful candidate will have excellent communication skills, the ability to work independently and as part of a team, and a strong understanding of financial planning principles.
">Key responsibilities include:
">- ">
- Assisting with compliance training and records;">
- Supporting the development of business management goals and objectives;">
- Promoting the company within the local community through networking and other activities;">
- Maintaining accurate client records and ensuring that all necessary documents are up-to-date;">
- Developing and implementing business plans to meet sales targets.">
- ">
Required Skills and Qualifications
">The ideal candidate will have:
">- ">
- A sound understanding of asset classes;">
- Research and analysis experience;">
- Excellent communication and interpersonal skills;">
- The ability to work accurately and efficiently in a fast-paced environment.">
- ">
Benefits
">We offer a competitive salary, comprehensive training and development opportunities, and a supportive team environment.
">Others
">This is a full-time position, working 37 hours per week. We are looking for someone who is available to start immediately.
-
Expert Paraplanning Consultant
2 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...