Senior Financial Planning Specialist

1 week ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview

We are seeking a highly skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for an experienced professional to take their career to the next level.

About the Role

This role involves preparing recommendations and producing suitability reports in line with company policy. You will be responsible for writing suitability reports on a weekly basis, leading report preparation, and acting as a knowledge bank for queries of a technical nature when the adviser is unavailable.

Key Responsibilities
  • Write 2 multi-pension and investment suitability reports per week, or 5 simple suitability or review reports per week.
  • Lead report preparation for approval by the Financial Adviser, and prepare associated documentation as required.
  • Act as a knowledge bank for queries of a technical nature when the adviser isn't available.
  • Identify areas for planning and sourcing solutions suitable to meet the client's needs and objectives.
  • Assist with administrative functions such as new business processing and collating management information.
  • Liaise with product providers and other third parties to acquire additional information.
Requirements
  • 5 years Financial Services Paraplanning Experience.
  • Level 4 Diploma in Financial Planning or equivalent.
  • Pass a series of short compliance, money laundering, and basic knowledge tests during probation.
Benefits

The successful candidate can expect a competitive salary of £45,000 per annum, commensurate with experience. Additionally, you will have access to ongoing training and development opportunities, ensuring your skills remain up-to-date in the ever-evolving financial services sector.



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