Trainee Financial Planner

4 days ago


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

About Us:

We are Artemis Recruitment Consultants Ltd, a leading recruitment agency specialising in finance and accounting roles. We have a fantastic opportunity for a Trainee Paraplanner to join our team and work with our clients in the Coulsdon area of Surrey.

The Job:

You will be responsible for providing paraplanning support to our wealth advisers, researching financial products and services, preparing reports for client meetings, and delivering high-quality reports to clients and advisers.

Your Skills and Experience:

  • Administrative and paraplanning experience required
  • CII exam results or Level 4 qualified in Financial Planning certificate preferred
  • Familiarity with major research systems (e.g. Cashcalc, X-Plan, FE Analytics)
  • Knowledge of Pension Switch market advantageous
  • Experience in IHT or Investment product administration beneficial
  • Proficient in Microsoft Office

What We Offer:

  • Opportunity to progress into an Advisory role within the firm
  • Competitive salary: £30,000 - £35,000 per annum

Contact Information: Please note that no contact information will be provided.



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