Paraplanning and Administration Expert

5 days ago


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

Wealth Advisory Support:

Artemis Recruitment Consultants Ltd seeks a skilled Trainee Paraplanner to support its wealth advisory team in Coulsdon, Surrey.

About the Position:

  1. Provide administrative and technical support to wealth advisers.
  2. Conduct thorough research on financial planning solutions and investment strategies.
  3. Prepare detailed reports for client meetings and presentations.
  4. Collaborate with colleagues to ensure effective client management.

Key Requirements:

  1. Prior experience in administration, paraplanning, or a related field.
  2. Relevant qualifications, such as CII exams or a Level 4 Financial Planning certificate.
  3. Familiarity with leading research systems (Cashcalc, X-Plan, FE Analytics).
  4. Excellent communication and interpersonal skills.

Remuneration: Salary: £34,000 per annum.



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