Junior Financial Planning Assistant
3 days ago
**Job Title:** Junior Paraplanner
**Company:** Artemis Recruitment Consultants Ltd
We are seeking a highly motivated and organized Junior Paraplanner to join our team. As a Junior Paraplanner, you will play a crucial role in supporting our Financial Advisers and support staff in delivering exceptional client service.
Key Responsibilities:
- Support the preparation of financial plans and reports for clients.
- Collate and maintain accurate and up-to-date client records.
- Assist in the development and implementation of training programs for support staff.
- Provide administrative support to the Financial Advisers and support staff.
- Contribute to the maintenance of a high-quality client experience.
Requirements:
- Previous experience in a paraplanning or financial administration role.
- Strong knowledge of financial planning products and services.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team environment.
- Highly organized and able to prioritize tasks effectively.
What We Offer:
- A competitive salary and benefits package.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.
- The opportunity to work with a experienced team of professionals.
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