Paraplanner and Financial Advisor

1 month ago

Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a skilled Paraplanner and Financial Advisor to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for preparing business files, supporting clients, and developing financial planning solutions.

The ideal candidate will have experience in client support, cash flow analysis, product research, and report writing. A strong understanding of Microsoft Word and Outlook is required, with experience in CRM software an advantage.

This role offers a competitive salary of £50,000 - £60,000 per annum, depending on experience. We offer comprehensive training in telephone and computer systems, as well as opportunities for professional development.

Job Description:

  • Develop and implement financial planning solutions for clients.
  • Analyse client requirements and develop cash flow models.
  • Provide exceptional client support and guidance.
  • Conduct product research and analysis to meet client objectives.

Benefits:

  • Opportunities for professional development and growth.
  • Comprehensive training in telephone and computer systems.

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