Paraplanning Specialist
1 week ago
We are seeking a skilled Paraplanning Specialist to provide vital support to our team of wealth advisers in London. The ideal candidate will have previous administrative and paraplanning experience, with a strong understanding of financial planning solutions and investment strategies.
Key Responsibilities:- Provide technical support to the team, including researching products and financial planning solutions.
- Prepare recommendation reports for client meetings and provide high-quality technical reports.
- Assist advisers with client management and provide technical support.
- Ensure accurate execution of high-worth investment transactions.
- Previous administrative and paraplanning experience required.
- CII exam results or Level 4 qualified in Financial Planning certificate.
- Familiarity with major research systems and experience in the Pension Switch market.
- Excellent IT skills and proficiency in Microsoft Office.
Artemis Recruitment Consultants Ltd is a leading recruitment agency in London, and we are committed to finding the best talent for our clients. If you are a motivated and experienced Paraplanning Specialist, please apply for this exciting opportunity.
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