Paraplanning Professional

4 weeks ago

Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a Paraplanner to provide vital support to our team of wealth advisers based in the Surrey area. The ideal candidate will have previous experience in paraplanning and administration, with a strong understanding of financial planning solutions and investment strategies.

Key responsibilities include:

Paraplanning Support

• Provide high-quality support to wealth advisers in the preparation of client reports and recommendation documents.

Research and Analysis

• Conduct research on financial planning solutions and investment strategies to inform client recommendations.

Technical Support

• Offer technical support to paraplanners and wealth advisers, ensuring they have the necessary expertise to provide excellent client service.

Client Management

• Assist wealth advisers in client management, ensuring that clients receive the highest level of service.

Requirements:

Experience and Qualifications

• Previous paraplanning and administrative experience required.

Certifications and Skills

• Must hold a Level 4 qualification in Financial Planning or have relevant CII exam results.

Technical Skills

• Proficient in Microsoft Office and familiar with major research systems.

If you are interested in this role, please send your CV to Artemis Recruitment Consultants Ltd.

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