Coulsdon Paraplanning Position

2 days ago


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

A challenging and rewarding position has arisen for a Trainee Paraplanner to join our team of experienced wealth planners in Coulsdon, Surrey.

This role offers the opportunity to develop your skills and knowledge in financial planning, working closely with experienced paraplanners. We are seeking a highly motivated individual with a strong background in administration and paraplanning.

Key Responsibilities:

  1. Support the team of wealth planners in preparing recommendation reports and client materials
  2. Conduct thorough research on products and financial planning solutions
  3. Client communication and administration of IHT or Investment products
  4. Development of skills and knowledge through collaboration with experienced paraplanners

Requirements:

  1. Previous experience in administration and paraplanning required
  2. CII exam results or Level 4 qualified in Financial Planning certificate
  3. Familiarity with major research systems (e.g. Cashcalc, X-Plan, FE Analytics etc)
  4. Experience of Pension Switch market
  5. Excellent IT skills and proficiency in Microsoft Office

Salary: £31,800 per annum, dependent on experience

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