Trainee Financial Planner
4 days ago
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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