Paraplanning Specialist

1 day ago

ShorehambySea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Job

We are currently recruiting for an Investment Support Professional to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for an experienced professional to take their career to the next level in a challenging and rewarding role.

In this position, you will be responsible for working alongside Advisers to provide knowledgeable and technical support in the management of client portfolios. You will be involved in conducting research required to support advice from Advisers, including relevant analysis, technical product research, producing illustrations, etc. Additionally, you will act as a key point of contact for clients, organizing and dealing with correspondence via telephone, email, or letter, as well as attending meetings with clients.

This is a fantastic chance to develop your skills and experience in wealth management and financial services. If you have a strong background in paraplanning and are looking for a new challenge, we would love to hear from you

Key Responsibilities:
  • Work alongside Advisers to provide knowledgeable and technical support in the management of client portfolios.
  • Conduct research required to support advice from Advisers, including relevant analysis, technical product research, producing illustrations, etc.
  • Act as a key point of contact for clients, organizing and dealing with correspondence via telephone, email, or letter, as well as attending meetings with clients.


Salary: £40,000 - £55,000 per annum (dependent on experience)

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