Financial Services Professional

2 days ago


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

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK.

As a Wealth Management Paraplanner, you will be responsible for preparing suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, and Protection. You will also have experience in preparing illustrations for numerous products, such as Protection, and back office administration that relates to the paraplanning role.

The ideal candidate will have a good working knowledge of regulatory requirements and an adaptable and flexible approach to work within a changing environment. You will also have excellent IT skills covering MS Office, MS Outlook, MS Excel, and back office systems.



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