Planner and Business Development Professional
2 days ago
About the Position
">We are seeking an experienced Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will play a vital role in supporting our Financial Planners in their daily activities.
">Your Responsibilities
">You will be responsible for providing research and analysis support to our Financial Planners, assisting them in creating client plans and suitability reports. Your key responsibilities will include:
">- ">
- Preparing client financial plans and suitability reports/letters">
- Managing technical data presentation to Financial Planners">
- Attending client meetings and presenting cashflow information">
- Maintaining performance standards">
- Promoting business profile within the profession and communities">
- Completing Continuous Professional Development">
- Working closely with Financial Planners to ensure client needs are met and objectives are achieved">
Skills and Qualifications
">To excel in this role, you will require excellent planning and organizational skills, a broad knowledge of the financial services industry, and the ability to manage and complete projects. You must also be committed to Continuous Professional Development and possess strong communication skills.
">Our Offer
">We offer a competitive salary of £35,000 - £45,000 per annum, dependent on experience, as well as opportunities for career growth and professional development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply.
">Salary: £35,000 - £45,000 per annum (dependent on experience)
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