Planner and Business Development Professional

2 days ago


Bury St, Suffolk, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Position

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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.

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Your Responsibilities

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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:

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  • ">
  • 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">
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Skills and Qualifications

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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.

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Our Offer

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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.

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Salary: £35,000 - £45,000 per annum (dependent on experience)

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