Senior Financial Support Specialist

3 weeks ago


Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview

We are seeking an experienced Paraplanner to join our Wealth Management Practice in Barnet. As a key member of our team, you will be responsible for providing high-quality support to our financial advisors.

About the Role
  • Assist senior financial planners with various tasks, including preparing suitability letters and product illustrations.
  • Manage back-office administration, ensuring all client files are up-to-date and compliant with regulatory requirements.
  • Undertake continuous professional development to maintain expertise in areas such as pensions, investments, and protection.
  • Maintain a good understanding of regulatory requirements and adapt to changing environments.
  • Possess excellent IT skills, covering MS Office, Excel, and back-office systems.

Key Requirements

  • Knowledge of research tools and software.
  • Familiarity with Protection, IHT, and Tax Efficient Investments.
  • Able to use Salesforce in a process-driven compliant manner.

The successful candidate will receive full training on company-specific software and compliance requirements.



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