Financial Planning Professional

3 weeks ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Planning Opportunity

We are seeking a motivated Trainee Paraplanner to join our team at Artemis Recruitment Consultants Ltd in Farnborough. The successful candidate will have the opportunity to develop their skills and knowledge in financial planning, working towards a Diploma Level 4 qualification.

About the Role

This is an excellent chance for an experienced sales support professional to progress into a Trainee Paraplanner role, with the aim of becoming a fully competent Paraplanner. You will be responsible for reviewing and quality checking Private Client fact finds, setting down holistic financial planning advice, and ensuring all record keeping is maintained on back office systems.

  • To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.
  • To set down holistic financial planning advice for each client using the information provided to draft a recommendation report.
  • Meet set individual targets for productivity and quality.
  • Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.

The ideal candidate will have a minimum of 2 years' experience in an IFA firm, with a strong understanding of financial planning, pensions, investments, wealth management, life assurance, tax matters, and corporate financial advice. You will also have excellent analytical and evaluation skills, as well as proficiency in Excel and Word.

The salary for this role is estimated to be around £27k - £35k per annum, depending on experience. In addition to a competitive salary, you will have the opportunity to work towards a Diploma in Financial Planning, which is essential for progressing to a full Paraplanner role.

This is an exciting opportunity for someone looking to develop their career in financial planning, with the potential to earn a higher salary as a qualified Paraplanner. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this role.



  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company OverviewWe are Artemis Recruitment Consultants Ltd, a professional services firm dedicated to providing top-notch recruitment solutions. Our team is comprised of experienced professionals who possess in-depth knowledge of the financial planning industry.Job DescriptionWe are seeking a highly skilled Financial Planning Professional to join our team in...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a highly skilled professional to fill the role of Diploma in Financial Planning Professional at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for reviewing and quality checking Private Client fact finds, drafting financial planning advice reports, and maintaining record keeping on back office...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly motivated Trainee Paraplanner to join their team in Farnborough. As a Trainee Paraplanner, you will play a crucial role in providing high-quality financial planning advice to clients.Key Responsibilities:To review and quality check Private Client fact finds to ensure the information provided allows for...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled professional to fill the role of Financial Planning Advisor at Artemis Recruitment Consultants Ltd. As a Paraplanning Specialist, you will be responsible for reviewing and quality checking Private Client fact finds, drafting financial planning advice reports, and maintaining record keeping on back office systems.Key...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services.About the RoleWe are seeking a highly skilled Financial Paraplanner to join our team. As a Financial Paraplanner, you will work closely with Financial Advisers to prepare and maintain client files, provide recommendations, and review...


  • Farnborough, Hampshire, United Kingdom CBRE Full time

    Job SummaryWe are seeking a highly motivated Financial Planning Specialist to join our Data Centre Solutions team. This role will provide financial planning and analysis support to ensure accurate financial data and effective management of contract finances.Key Responsibilities* Support the finance manager in developing and implementing financial plans and...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for a highly skilled Paraplanning Trainee to join our team at Artemis Recruitment Consultants Ltd in Farnborough. The successful candidate will have the opportunity to work with clients across the UK, providing holistic financial planning advice and ensuring all record keeping is maintained on back office systems.Job ResponsibilitiesTo review...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a Financial Planning Coordinator to join our team. The successful candidate will be responsible for preparing and maintaining client files, making recommendations, and reviewing client financial strategy.Key Responsibilities:Verify compliance paperwork is presentConfirm client risk profile is determinedDiscuss...


  • Farnborough, Hampshire, United Kingdom Infor Inc. Full time

    Senior Manager, Financial PlanningInfor Inc. is seeking a highly skilled Senior Manager to join our Finance team.The ideal candidate will have a comprehensive understanding of business operations and financial systems. Strong analytical skills are required to interpret complex data and provide strategic insights.This role requires excellent communication and...


  • Farnborough, Hampshire, United Kingdom ITW Full time

    Brazil Office Financial Reporting LeadLoma Systems is a global leader in inspection equipment manufacturing, protecting consumers while maintaining a strong commercial focus.This senior financial planning manager role involves comprehensive financial management for our Brazilian office, including month-end reporting and control procedures.Main Tasks:Oversee...


  • Farnborough, Hampshire, United Kingdom Sheridan Maine (Midlands) Full time

    Job Title: Financial Planning SpecialistAbout the Role:Sheridan Maine (Midlands) is pleased to be working with a nationally renowned organisation in North Hampshire, recruiting for a Financial Planning Specialist to join their Head Office finance team on a long-term temporary basis.The successful candidate will be responsible for assisting with reporting...


  • Farnborough, Hampshire, United Kingdom Infor Full time

    About the RoleWe are seeking a seasoned Senior Manager to join our Finance team at Infor. This critical role requires a deep understanding of financial analysis, forecasting, and reporting processes, as well as the ability to collaborate with senior leadership to drive business decisions.Key ResponsibilitiesProvide strategic financial support by analyzing...

  • Software Engineer

    2 weeks ago


    Farnborough, Hampshire, United Kingdom Discover Financial Services Full time

    Job DescriptionThe Software Engineer - Financial Systems role at Discover Financial Services is an exciting opportunity to work on complex financial systems. As a key member of our engineering team, you will be responsible for developing and maintaining high-quality software applications that meet the needs of our customers.You will collaborate with...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Are you an organised and detail-focused individual looking for a new challenge? We are currently seeking a Wealth Management Administrator to join our team in Farnborough.The successful candidate will have experience of working with Microsoft Office products, excellent organisational skills and a proactive approach to getting the job done.Key...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Private Client Adviser Role in FarnboroughWe are seeking a highly skilled Private Client Adviser to join our team at Artemis Recruitment Consultants Ltd. This is a home/office/hybrid based position, where you will work with an existing bank of recurring income clients and address their financial planning needs.This role involves maintaining and developing...


  • Farnborough, Hampshire, United Kingdom Infor Full time

    Job OverviewWe are looking for a talented Senior Manager to lead our FP&A team at Infor. The ideal candidate will have a deep understanding of financial analysis, forecasting, and reporting processes.ResponsibilitiesFinancial Support and Insights: Provide comprehensive financial support by directly analyzing P&L statements and operational metrics.Strategic...


  • Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team in Farnborough. This role offers an estimated salary of £55,000 to £70,000 per annum.Job Description:The ideal candidate will maintain and develop client relations, maximizing their potential and accurately input information into the CRM system in a...


  • Farnborough, Hampshire, United Kingdom Infor Full time

    About the RoleThis is a key position within our FP&A team, responsible for providing comprehensive financial analysis and strategic decision-making support to senior leadership.Key Responsibilities:Financial Analysis: Analyze P&L statements and operational metrics to deliver actionable insights that maximize business performance and achieve financial...


  • Farnborough, Hampshire, United Kingdom Discover Financial Services Full time

    We are seeking a skilled Software Engineering Professional to join our team at Discover Financial Services. As a Senior Application Development Specialist, you will be responsible for developing and maintaining software applications that meet the needs of our customers.The ideal candidate will have a strong background in computer science and software...


  • Farnborough, Hampshire, United Kingdom Infor Inc. Full time

    About the RoleThe ideal candidate will have a comprehensive understanding of businesses and operational models across functions, coupled with relevant experience in working directly with senior leadership.Key Responsibilities:Provide strategic financial support and insights to enhance the sales organization's performance.Facilitate effective decision-making...