Paraplanning Professional

We are seeking a highly skilled Paraplanning Professional to join our team at Artemis Recruitment Consultants Ltd. As a Trainee Paraplanner, you will play a key role in providing research and analysis of investment funds and financial products, as well as reviewing asset allocation for any investment/pension holdings.

This is an exciting opportunity to develop your skills and knowledge in the financial services industry. You will work closely with our experienced team to provide high-quality financial planning services to our clients.

You will be responsible for completing financial cashflow forecasts, preparing Financial Plans, and obtaining applications, key features documents, factsheets, illustrations, and product comparison quotes through appropriate sources.

• Provide research and analysis of investment funds and financial products
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts
• Prepare Financial Plans
• Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes

• Strong technical financial knowledge
• Practical application of financial knowledge
• Previous experience in a similar role within financial services
• Excellent planning and organisational skills

This is an excellent opportunity to start your career as a Paraplanning Professional. If you are a motivated and ambitious individual looking to develop your skills and knowledge in the financial services industry, we encourage you to apply.