Paraplanning Specialist

1 week ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

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:
  1. Provide technical support to the team, including researching products and financial planning solutions.
  2. Prepare recommendation reports for client meetings and provide high-quality technical reports.
  3. Assist advisers with client management and provide technical support.
  4. Ensure accurate execution of high-worth investment transactions.
Requirements:
  1. Previous administrative and paraplanning experience required.
  2. CII exam results or Level 4 qualified in Financial Planning certificate.
  3. Familiarity with major research systems and experience in the Pension Switch market.
  4. 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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