Investment Paraplanning Professional

1 day ago


ShorehambySea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Title: Experienced Paraplanner (Investments) Required

Overview: We are looking for an experienced paraplanner to join our office-based team in Shoreham-by-Sea. As a paraplanner, you will be responsible for providing technical support to our advisers and managing client relationships.

Key Responsibilities:

  • Technical Support: Provide technical knowledge of investment products and procedures to our advisers.
  • Workload Management: Organize and prioritize your workload to ensure timely completion of activities and deliverables.
  • Client Communication: Act as the primary point of contact for clients, handling correspondence and attending meetings.
  • Report Generation: Generate client reports using Intelligent Office and produce technical reports as required.

Requirements:

  • Experience: At least 2 years of experience as a paraplanner in the financial sector.
  • Qualifications: Relevant qualifications, such as AAT or CIMA, would be advantageous.
  • Skills: Strong communication and organizational skills, with the ability to work effectively in a team environment.


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