Wealth Planning Assistant

4 weeks ago


Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking an experienced Wealth Planning Assistant to provide vital paraplanning support to a team of wealth advisers based in Coulsdon, Surrey.

The ideal candidate will have previous administrative and paraplanning experience, with a strong understanding of financial planning solutions and investment strategies. They will be responsible for researching products, preparing recommendation reports for client meetings, and providing high-level technical support to the team.

A competitive salary of £32,500 per annum reflects the importance of this role, which offers opportunities for career progression within the firm.



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