Paraplanning and Advisory Role

1 week ago


Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

The ideal candidate will have technical report writing skills, proficiency in Microsoft Office Suite, Iress, Xplan, O&M, Profiler, Cashcalc, and Voyant. A minimum of 3 RO papers passed and 2 years of report writing experience will be considered.

Responsibilities include technical report writing, cashflow forecast generation, assisting the adviser in creating and implementing a client's financial plan, conducting product research, building relationships with fund management companies, and more.



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