Investment Paraplanning Professional

1 month ago


Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Investment Paraplanning Professional

Join Artemis Recruitment Consultants Ltd as an Investment Paraplanning Professional and take the first step towards a fulfilling career in financial planning. Our esteemed client seeks a dedicated individual to assist their wealth advisers in delivering exceptional client service.

About Us:
Our client, a well-established wealth management firm, offers a comprehensive range of investment services tailored to meet the diverse needs of high-net-worth individuals and families. They prioritize building long-lasting relationships with their clients, based on trust, integrity, and expert guidance.

Role Overview:
The Investment Paraplanning Professional will play a pivotal role in supporting the wealth adviser team by providing critical paraplanning assistance. Key responsibilities include: preparing comprehensive reports and presentations; analyzing market trends and economic data; and maintaining accurate records of client interactions.

Key Responsibilities:
- Prepare comprehensive reports and presentations for client meetings
- Analyze market trends and economic data to inform investment decisions
- Maintain accurate records of client interactions

Qualifications:
- A relevant degree or diploma in finance, accounting, or a related field
- Previous experience in a similar role, preferably within a wealth management firm
- Excellent communication and interpersonal skills

Compensation: £30,000 - £42,000 per annum plus benefits

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