Paraplanning and Administration Expert
5 days ago
Wealth Advisory Support:
Artemis Recruitment Consultants Ltd seeks a skilled Trainee Paraplanner to support its wealth advisory team in Coulsdon, Surrey.
About the Position:
- Provide administrative and technical support to wealth advisers.
- Conduct thorough research on financial planning solutions and investment strategies.
- Prepare detailed reports for client meetings and presentations.
- Collaborate with colleagues to ensure effective client management.
Key Requirements:
- Prior experience in administration, paraplanning, or a related field.
- Relevant qualifications, such as CII exams or a Level 4 Financial Planning certificate.
- Familiarity with leading research systems (Cashcalc, X-Plan, FE Analytics).
- Excellent communication and interpersonal skills.
Remuneration: Salary: £34,000 per annum.
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