Paraplanning Coordinator
2 days ago
Role Description
We are seeking an experienced Paraplanning Coordinator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will have excellent administrative skills and be able to work in a fast-paced environment.
About the Role
This role involves coordinating paraplanning activities, conducting research, and generating client reports. The successful candidate will have excellent organizational skills and be able to work independently.
Key Responsibilities
- Coordinate paraplanning activities, including researching and analyzing data.
- Conduct research required to support advice from Advisers, including analysis and technical product research.
- Generate client reports using Intelligent Office software.
- Ensure accurate setup and maintenance of client fees and commission in Intelligent Office.
Requirements
We are looking for an experienced Paraplanning Coordinator who can demonstrate:
- Excellent organizational and communication skills.
- Able to work in a fast-paced environment with multiple tasks.
- Familiarity with Intelligent Office software and other agreed toolsets.
What We Offer
In addition to a competitive salary of £42,000 per annum, we offer a range of benefits including:
- A comprehensive training program to support your professional development.
- A dynamic and supportive team environment.
- The opportunity to work on a variety of projects and contribute to the growth of our business.
