Paraplanner

3 weeks ago


Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanner Job Description

Artemis Recruitment Consultants Ltd is seeking a skilled Paraplanner to support our team in Brighton. As a Paraplanner, you will play a crucial role in providing technical support to our Advisers, ensuring the efficient management of client relationships.

Key Responsibilities:
  • Technical Expertise: Possess in-depth knowledge of financial products, procedures, and laws to provide accurate and timely support to Advisers.
  • Workload Management: Participate in weekly meetings to prioritize tasks and ensure timely completion of deliverables.
  • Client Communication: Act as the primary point of contact for clients, handling correspondence, attending meetings, and providing exceptional customer service.
  • Report Generation: Collaborate with Advisers to create client reports, suitability reports, and other technical documents using Intelligent Office.
  • Research and Analysis: Conduct research to support Adviser recommendations, including product analysis, risk assessments, and investment analysis.
  • HNW Client Support: Provide specialized support to high-net-worth clients as required.
  • Group Corporate Pensions: Assist administrators with group corporate pensions and associated benefits.
  • Provider Liaison: Serve as the main point of contact between Providers and Advisers for investment and policy transactions.
  • Fee and Commission Management: Ensure accurate setup and maintenance of client fees and commission in Intelligent Office.
  • Ad-hoc Tasks: Perform various paraplanning tasks as required by Advisers.
  • Compliance and Projects: Collaborate with Compliance Teams and support the Head of Support Services in defining and carrying out organizational projects.

If you are a motivated and detail-oriented individual with a passion for financial services, please submit your CV to Sam at Artemis Recruitment Consultants Ltd.



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