Financial Services Paraplanner Manager
1 month ago
Company Overview
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services placements. We pride ourselves on delivering exceptional service and building long-term relationships with our clients and candidates.
Job Description
We are seeking a skilled Financial Services Paraplanner Manager to join our team. The successful candidate will have experience in delivering accurate, well-drafted, and compliant financial planning advice within agreed timescales and cost budgets.
Responsibilities
- Delivering technical resource to the adviser team to support the delivery of high-quality financial planning services
- Acting as an effective point of liaison between adviser and support teams to ensure seamless communication and efficient workflow
- Contributing to the continued improvement of client experience and the firm's knowledge base by providing expert advice and guidance
- Day-to-day involvement with clients to understand their needs and preferences, and provide tailored solutions
Requirements
- Relevant professional qualifications, such as Level 6, and extensive experience working as a paraplanner at a senior level
- Demonstrated ability to work under pressure, meeting deadlines and managing multiple priorities
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Ability to draft concise and accurate correspondence, reports, and presentations
Benefits
The successful candidate will receive a competitive salary, commensurate with experience, and a comprehensive benefits package, including health insurance, pension scheme, and annual leave entitlement.
Salary
£55,000 - £65,000 per annum, depending on experience.
-
Paraplanner and Financial Planner Associate
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Paraplanner and Financial Planner AssociateSalary: £30,000 - £40,000 per annum depending on experienceAbout the Role:We are seeking an experienced Paraplanner and Financial Planner Associate to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for assisting our Financial Planners in formulating...
-
Financial Services Coordinator
4 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are currently seeking a talented financial planning paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will play a crucial role in delivering exceptional client service and supporting the growth of our business.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...
-
Senior Paraplanning Role in Financial Services
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Senior Paraplanning Role in Financial Services. As a senior paraplanner, you will play a key role in supporting the adviser team by providing technical resource and acting as a liaison between teams.Requirements:Qualified to Level 6 and experienced in paraplanning at a senior levelAbility to...
-
Trainee Financial Advisor
6 days ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout Artemis Recruitment Consultants LtdWe are a leading recruitment agency specializing in the financial services sector. Our team is dedicated to providing exceptional service to our clients and candidates alike. We are committed to finding the right fit for every role, ensuring that our clients succeed in their search for top talent.Job...
-
Financial Planning Professional
13 hours ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Overview:**We are seeking a dynamic Financial Planning Professional to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for delivering high-quality, compliant advice within agreed timescales and cost budgets.As a Senior Paraplanner, you will provide technical support to the adviser team, act as a...
-
Senior Financial Planning Specialist
4 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a highly skilled and experienced financial planning paraplanner to join our team at Artemis Recruitment Consultants Ltd.About the RoleThe successful candidate will be responsible for delivering accurate and compliant advice within agreed timescales and cost budgets. This will involve providing technical resource to the adviser...
-
Financial Planning Professional
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Role">We are seeking a highly skilled and experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a senior financial advisor, you will play a key role in helping us deliver exceptional service to our clients.">Responsibilities">Your main responsibilities will include:">">Working closely with our compliance manager to...
-
Senior Financial Planning Specialist
4 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for an experienced professional to take their career to the next level.About the RoleThis role involves preparing recommendations and producing suitability reports in line with company policy. You will be...
-
Paraplanning Professional
4 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout UsArtemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service to our clients and candidates, and we are now seeking a highly skilled financial planning paraplanner to join our team.About the RoleThe successful candidate will be responsible for delivering...
-
Financial Services Manager
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a talented Financial Services Manager to join our team. As a key player in our financial services department, you will be responsible for providing financial planning solutions to clients and prospective clients.About the Role:This role involves meeting with clients and prospective clients to discuss their...
-
Financial Planning and Investment Specialist
2 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Financial Planning and Investment Specialist to join their team. The ideal candidate will have a proven track record of delivering accurate, well-drafted advice within agreed timescales and cost budgets.Job Description:Deliver high-quality technical support to the adviser teamAct as a liaison...
-
Senior Financial Planning Specialist
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will have experience in delivering accurate, well-drafted, and compliant financial planning advice within agreed timescales and cost budgets.About the RoleDelivering technical resource to the...
-
Financial Planning Support Specialist
1 week ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeBenefitsWe offer a stimulating work environment that fosters growth, learning opportunities, and collaboration with experienced professionals. Don't miss out on this chance to build your career as a Junior Paraplanner! Apply today!
-
Compliance Specialist Opportunity
10 hours ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time**Join our team as a Compliance Specialist Opportunity**We are seeking an experienced Financial Planning Professional to join our team at Artemis Recruitment Consultants Ltd. As a Senior Paraplanner, you will be responsible for delivering high-quality, compliant advice within agreed timescales and cost budgets.Your key responsibilities will...
-
Financial Administrator
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:Financial Administrator - Business SupportSalary: £30,000 - £40,000 per annumAbout the Role:We are seeking an experienced Financial Administrator to join our client's SJP Practice in Dorking. As a key member of the team, you will provide high-level technical and administrative support to Financial Advisers with all areas of administration,...
-
Senior Financial Operations Coordinator
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Senior Financial Operations CoordinatorSalary: £28,000 - £38,000 per annumAbout the Role:We are seeking an experienced Senior Financial Operations Coordinator to join our client's SJP Practice in Dorking. As a key member of the team, you will provide high-level technical and administrative support to Financial Advisers with all areas of...
-
Financial Services Director
1 month ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Opportunity: Financial Services DirectorWe are excited to offer a unique opportunity for a talented Financial Services Director to join our client's advisory team in Dorking. The successful candidate will be responsible for leading the team and driving the growth and success of this well-established wealth advisory firm.The ideal candidate will have a...
-
Pension and Investment Planning Consultant
3 weeks ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the PositionThis role offers the ideal opportunity for a skilled Financial Paraplanner to join our dynamic team and contribute to the growth and success of our organization.Responsibilities and RequirementsPrepare recommendations and produce suitability reports in line with company policy.Write suitability reports on a weekly basis and lead report...
-
Financial Services Coordinator
10 hours ago
Dorking, Surrey, United Kingdom Austin Fraser Full timeAbout the Role:Financial Services CoordinatorSalary Range: £30,000 - £35,000Location: UK (with occasional travel)Department: AccountingAustin Fraser is seeking a Financial Services Coordinator to join our accounting department. The successful candidate will be responsible for managing debt recovery and credit management processes, including coordinating...
-
Financial Services Coordinator
11 hours ago
Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Services Coordinator to support their team in providing financial services to clients. The successful candidate will have a good understanding of the Financial Planning process and excellent planning and organizational skills.This role involves assisting the Financial Planner in...