Junior Financial Planning Assistant

2 months ago


Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Junior Paraplanner - Financial Services

Artemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team, providing support to their financial services division.

  • Delivering high-quality, compliant financial advice and documentation within agreed timescales and budget constraints
  • Providing technical expertise to the financial planning team
  • Acting as a liaison between the financial planning and support teams
  • Contributing to the enhancement of the client experience and the firm's knowledge base
  • Collating regulatory documentation to accompany financial advice

To be successful in this role, the ideal candidate will:

  • Hold a Diploma-level qualification and have prior experience as a paraplanner
  • Have experience working with common financial planning product solutions
  • Be able to demonstrate their ability to work under pressure and meet deadlines
  • Have regular interaction with clients and stakeholders
  • Be capable of drafting clear and accurate correspondence

This is an office-based opportunity with potential for flexible working arrangements in the future.



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