Paraplanner Support Specialist

6 days ago


Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are looking for an experienced Paraplanner Support Specialist to join our team based in Harpenden.

About the Role

This is a full-time hybrid working role that requires supporting and working alongside one of our most senior financial advisers. The successful candidate will have the opportunity to transition into a financial advisor role over time.

Key Responsibilities

Some of the key responsibilities of this role include:

  • Technical report writing and cash flow forecast generation.
  • Assisting in creating and implementing client financial plans.
  • Conducting product research and building relationships with fund management companies.
  • Obtaining product key features using internal systems and software.
  • Liaising with product and investment providers.
  • Updating and utilizing back-office systems.
Requirements

The ideal candidate should have a strong understanding of financial planning concepts and be proficient in Microsoft Office Suite, Iress, and other relevant software. They should also have at least 3 RO papers passed and 2 years of experience in report writing.

Benefits
  • Company pension
  • Flexitime
  • Life insurance
  • On-site parking
  • Wellness programme
  • Work from home

The estimated salary for this position is £40k - £60k per annum.



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