Expert Paraplanning Consultant

7 days ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Role Overview

We 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 Position

  • Delivering technical expertise to the adviser team to support the delivery of high-quality financial planning services
  • Acting as an effective point of liaison between adviser and support teams to ensure seamless communication and efficient workflow
  • Contributing to the continued improvement of client experience and the firm's knowledge base by providing expert advice and guidance
  • Day-to-day involvement with clients to understand their needs and preferences, and provide tailored solutions

Key Responsibilities

  • Developing and maintaining strong relationships with clients to build trust and confidence in the firm's services
  • Providing detailed analysis and recommendations on complex financial planning arrangements, including family investment companies, share options, and international pensions
  • Maintaining up-to-date knowledge of relevant legislation, regulations, and industry developments to ensure compliance and best practice
  • Collaborating with other departments to achieve business objectives and improve overall performance

Requirements

  • Relevant professional qualifications, such as Level 6, and extensive experience working as a paraplanner at a senior level
  • Demonstrated ability to work under pressure, meeting deadlines and managing multiple priorities
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to draft concise and accurate correspondence, reports, and presentations

Benefits

The successful candidate will receive a competitive salary, commensurate with experience, and a comprehensive benefits package, including health insurance, pension scheme, and annual leave entitlement.

Salary

£55,000 - £65,000 per annum, depending on experience.



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