Financial Services Specialist

1 day ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

**Job Overview:**

This is a comprehensive role requiring an experienced paraplanner to support financial advisers in preparing recommendations and producing suitability reports.

The ideal candidate will have a strong technical knowledge of financial services, excellent writing skills, and the ability to meet productivity targets.

We are seeking a skilled professional who can lead the preparation of suitability reports for approval by the financial adviser and assist in identifying planning areas and sourcing solutions to meet client needs.

The successful candidate will be responsible for day-to-day paraplanning tasks, including record-keeping, communication with clients and third parties, and continuous personal development.



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