Financial Services Career Progression Specialist

18 hours ago


Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Overview

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We are seeking a highly motivated and skilled Paraplanner Support to join our team in Ashford. As a Paraplanner Support, you will play a vital role in providing administrative support to the Business Owner and the Paraplanner Team.

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About the Role

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This is an excellent opportunity for individuals looking to progress their career in financial services. We offer training and exam support for those who are not fully Diploma qualified, and there is scope for career progression into a Paraplanner role for the right candidate.

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Key Responsibilities

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  1. Assist the Business Owner with ad-hoc tasks as required
  2. Support the Paraplanner Team and Supervisor with their day-to-day duties and ad-hoc tasks
  3. Prepare meeting packs for the Financial Adviser
  4. Main point of contact and effectively deal with clients and other parties while establishing and maintaining strong relationships
  5. Review investment portfolio, asset allocation, risk profile
  6. Check Portfolio Reports from the Administration Team prior to issuing them to Clients

Requirements

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  1. Minimum of two years in Financial Administration
  2. Experience in fund and product research
  3. Some knowledge of pensions (including pension transfers) and investments including VCT/EIS and other esoteric investments
  4. High level of analytical capability
  5. Strong communication and interpersonal skills
  6. Excellent written communication skills
  7. Experience of using Intelligent Office would be desirable but not essential
  8. Self-starter who will hit the ground running and is used to working under their own initiative
  9. Good time and caseload management skills

Salary Details

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The salary for this position is £25k - £30k per annum.



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