Financial Planning Specialist

2 months ago

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

An exciting opportunity has arisen for a highly experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd, a leading recruitment agency specializing in financial services. Our client, a reputable Wealth Management Practice, is seeking a skilled professional to provide bespoke financial advice to individuals and businesses throughout the UK.

Key Responsibilities:

  • Prepare suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, and Protection.
  • Prepare illustrations for numerous products, such as Protection.
  • Manage back office administration tasks related to the paraplanning role, including updating client files, auditing, and ensuring regulatory and company requirements are met.
  • Undertake continuous professional development to meet regulatory requirements and stay up-to-date with industry developments.
  • Develop a good working knowledge of regulatory requirements and industry standards.
  • Adapt to a changing environment and prioritize tasks effectively.
  • Utilize MS Office, MS Outlook, MS Excel, and back office systems to perform tasks efficiently.

Requirements:

  • Knowledge of research tools and software, including industry-specific platforms.
  • Knowledge of areas such as Protection, IHT, and Tax Efficient Investments.
  • Ability to use Salesforce (Client and Case Management Systems) in a process-driven, compliant manner.
  • Full training on company-specific software and compliance requirements will be provided.

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