Financial Services Career Development Position

2 weeks ago


Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

About this role:

This is an exciting opportunity for a motivated individual to join our team as a Paraplanner Support in Ashford. We're looking for someone with a strong administrative background and excellent analytical skills to support our Business Owner and Paraplanner Team.

The salary for this position is £25k - £30k per annum.

Job Responsibilities

As a Paraplanner Support, you'll be responsible for:

  • Preparing meeting packs for Financial Advisers.
  • Analyzing investment portfolios and risk profiles.
  • Verifying client reports.
  • Supporting our Business Owner with ad-hoc tasks.
  • Collaborating with the Paraplanner Team and Supervisor to manage daily duties.

Key Requirements:

  • 2+ years of experience in financial administration.
  • Expertise in fund and product research.
  • In-depth knowledge of pensions and investments.
  • Exceptional analytical capabilities.
  • Strong communication and interpersonal skills.
  • Excellent written communication skills.
  • Intelligent Office proficiency (desired).
  • Self-motivated with exceptional time and caseload management skills.

We offer flexible working hours and home-based work options, as well as comprehensive training and exam support. If you're passionate about financial services and eager to develop your skills, we encourage you to apply.

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