Business Paraplanning Specialist

3 weeks ago


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

Company Overview:

We are a recruitment agency, Artemis Recruitment Consultants Ltd, looking for highly skilled trainee and experienced paraplanners to support our clients in the Coulsdon area of Surrey.

About the Role:

This is an exciting opportunity to join our team as a Trainee Paraplanner and progress into an Advisory role within the firm. You will provide vital paraplanning support to our wealth advisers, researching products, financial planning solutions, and investment strategies.

Responsibilities:

  • Support our wealth advisers with paraplanning tasks
  • Research financial products and services
  • Prepare reports for client meetings
  • Provide technical support to our team
  • Assist with client management
  • Deliver high-quality reports to clients and advisers
  • Efficiently process high-worth investment transactions

Requirements:

  • Previous experience in administration and paraplanning required
  • CII exam results or Level 4 qualified in Financial Planning certificate preferred
  • Familiarity with major research systems (e.g. Cashcalc, X-Plan, FE Analytics)
  • Knowledge of Pension Switch market advantageous
  • Experience in IHT or Investment product administration beneficial
  • Proficient in Microsoft Office

Estimated Salary: £30,000 - £35,000 per annum



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