Financial Services Specialist

2 days ago


Chelmsford, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Paraplanner to support our Financial Planners in delivering exceptional client service. As a key member of our team, you will play a crucial role in research and analysis, preparing quality financial plans and suitability reports, managing data presentation, and attending client meetings as required. Your strong technical knowledge and organizational skills will enable you to maintain performance standards, promote business growth, and complete Continuous Professional Development (CPD) to meet regulatory requirements and personal development needs.

The ideal candidate will possess excellent planning and organizational skills, a broad knowledge of the Financial Services Industry, and a high level of technical knowledge. Key responsibilities include supporting Financial Planners, preparing client reports, managing data presentation, attending client meetings, maintaining performance standards, promoting business growth, and completing CPD. Essential skills include a good understanding of the Financial Planning process, excellent planning and organizational skills, and a broad knowledge of the Financial Services Industry.

This is an excellent opportunity for a motivated and detail-oriented professional to join our dynamic team. We offer a competitive salary range of £35,000 - £45,000 per annum, depending on experience, and opportunities for career growth and development.

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