Paraplanning and Advice Coordinator

7 hours ago


Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanning and Advice Coordinator Job

Artemis Recruitment Consultants Ltd is seeking a skilled Paraplanning and Advice Coordinator to join our team. As a Paraplanning and Advice Coordinator, you will play a key role in supporting our wealth management advisors and working closely with clients to understand their financial goals and develop tailored solutions.

The ideal candidate will have experience in paraplanning and a good understanding of regulatory requirements. They will also have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.

Key Responsibilities:

  • Support wealth management advisors in the preparation of client reports and suitability letters;
  • Assist clients with their financial planning needs and provide guidance on investment options;
  • Work closely with the compliance team to ensure all documentation is accurate and compliant;
  • Develop and maintain strong relationships with clients and other stakeholders;

Salary: £35,000 - £45,000 per annum.



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