Paraplanning and Advisory Role

2 days ago


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

Are you looking for a challenging role that combines finance and administration? We are recruiting for a Trainee Wealth Adviser to join our team in Coulsdon, Surrey. As a Trainee Paraplanner, you will work closely with our wealth advisers, providing essential support with client management, technical reports, and investment transactions.

Job Description:

In this role, you will have the opportunity to develop your skills and knowledge in financial planning, working with a experienced team to deliver exceptional results for our clients. Our ideal candidate will have previous administrative experience, CII exam results, and knowledge of major research systems.

Responsibilities:

  • Support our wealth advisers with client management and administration
  • Research and prepare financial planning solutions and investment strategies
  • Prepare recommendation reports for client meetings
  • Assist with the administration of IHT or Investment products
  • Ensure accurate completion of high worth investment transactions

Requirements:

  • Previous administrative experience and CII exam results required
  • Familiarity with major research systems (e.g., Cashcalc, X-Plan, FE Analytics)
  • Experience of the Pension Switch market and administration of IHT or Investment products
  • Excellent IT skills and proficiency in Microsoft Office

Salary: £30,000 - £35,000 per annum



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