Paraplanning Specialist

1 month ago

Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is looking for a highly motivated individual to join our team as a Paraplanning Specialist. This role involves reviewing and quality checking Private Client fact finds, drafting financial planning advice reports, and maintaining record keeping on back office systems.

Requirements
  • Minimum of 2 years' experience in sales support
  • Full Diploma in Financial Planning necessary to progress to a full Paraplanner role

The successful candidate will have the opportunity to complete the diploma and become a fully competent Paraplanner. The salary range for this position is £25k - £32k.

  • Paraplanning and Advisory Specialist

    1 month ago

    Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleWe are seeking a talented Paraplanning and Advisory Specialist to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanning and Advisory Specialist, you will play a key role in supporting Financial Advisers in preparing and maintaining client files, providing recommendations, and reviewing financial strategies.Key...

  • Financial Planning Advisor

    1 month ago

    Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled professional to fill the role of Financial Planning Advisor at Artemis Recruitment Consultants Ltd. As a Paraplanning Specialist, you will be responsible for reviewing and quality checking Private Client fact finds, drafting financial planning advice reports, and maintaining record keeping on back office systems.Key...

  • Business Quality Officer

    4 days ago

    Farnborough, United Kingdom Premier Jobs UK Full time

    This remote based Business Quality Officer job is for a multi-award winning national financial advice business, building a diverse workforceAs a Business Quality Officer, you will be responsible for reviewing the suitability and quality of advice through file checking cases pre sale. If you identify any areas of concern or development, it would be part of...

  • Business Quality Officer

    6 days ago

    Farnborough, United Kingdom Premier Jobs UK Full time

    This remote based Business Quality Officer job is for a multi-award winning national financial advice business, building a diverse workforceAs a Business Quality Officer, you will be responsible for reviewing the suitability and quality of advice through file checking cases pre sale. If you identify any areas of concern or development, it would be part of...

  • Business Quality Officer

    6 days ago

    Farnborough, United Kingdom Premier Jobs UK Full time

    This remote based Business Quality Officer job is for a multi-award winning national financial advice business, building a diverse workforceAs a Business Quality Officer, you will be responsible for reviewing the suitability and quality of advice through file checking cases pre sale. If you identify any areas of concern or development, it would be part of...