Paraplanning Expert

1 day ago


Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

A leading recruitment agency in Farnham, Artemis Recruitment Consultants Ltd, is currently seeking a skilled Paraplanning Expert to join their team. As a key member of our team, you will be responsible for formulating advice to clients, providing technical support, and conducting research on investment funds and financial products.

Key Responsibilities
  1. To assist our Financial Planner in developing client recommendations, offering expert guidance, and reviewing client objectives.
  2. To conduct thorough research and analysis on various financial products and investment options, ensuring they align with client goals.
  3. To prepare detailed financial plans, outlining a clear path for clients to achieve their financial objectives.

We offer a competitive salary package of £35k - £45k per annum, reflecting the industry standard for this role. If you are a motivated individual with a passion for financial planning, we encourage you to apply.



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