Expert Financial Planning Assistant

3 days ago


Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a highly skilled Paraplanning Specialist to join their team in Wrexham. This role offers a salary of £42,000 - £52,000 per annum and provides opportunities for professional growth and development.

About the Position:

The successful candidate will be responsible for preparing financial plans and reports, conducting research on various financial products, and providing support to senior team members. They will also be required to maintain accurate records and files, ensuring compliance with regulatory requirements.

  • Strong knowledge of financial regulations and compliance requirements;
  • Excellent IT skills, including Microsoft Office, Excel, and back office systems;
  • Ability to work effectively in a fast-paced environment with multiple priorities;
  • Excellent communication and interpersonal skills;

A competitive salary and comprehensive training are offered to the successful candidate. If you have experience in financial planning and a passion for delivering exceptional results, we encourage you to apply for this exciting opportunity.



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