Paraplanning Professional

18 hours ago


Bury St, Suffolk, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role:

We are looking for a Paraplanning Professional to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanning Professional, you will play a key role in supporting our Financial Planners in research, analysis, and report creation. This is an exciting opportunity to work with a dynamic team and contribute to meeting client needs and objectives.

The ideal candidate will have excellent planning and organisational skills, a broad knowledge of the Financial Services Industry, and the ability to manage and complete projects efficiently. You will be responsible for managing technical data presentation to Financial Planners, preparing client financial plans and suitability reports/letters, and attending client meetings to present cashflow information.

In this role, you will also be expected to maintain performance standards, promote business profile within the profession and communities, and complete Continuous Professional Development. If you are a motivated and detail-oriented individual with strong analytical skills, we encourage you to apply.

Salary Range: £38,000 - £48,000 per annum, dependent on experience.

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