Paraplanning Assistant
6 days ago
Artemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented individual to join their team as a Trainee Paraplanner. This role offers a supportive environment where you will work closely with financial advisors and paraplanners to deliver exceptional client service.
Key Responsibilities:- Assist the paraplanning team with administrative tasks, including data entry, file management, and document preparation.
- Work collaboratively with financial advisors, paraplanners, and other team members to provide seamless support and deliver outstanding client service.
- Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.
- Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.
- Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.
- Conduct research and analyze data to support financial advisors and paraplanners in ongoing advice.
- Document ongoing advice and prepare accurate and comprehensive reports, based on the information provided by paraplanners and financial advisors.
- Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.
- At least 1 year's experience in an administrative role with Financial Services.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Attention to detail is paramount to ensure accuracy in reports and documentation.
- Strong organizational and time management skills are necessary to effectively handle multiple tasks and prioritize.
- A collaborative approach to work, flexibility, and a willingness to support team members when required are valued traits.
- Exceptional written and verbal communication skills are essential for conveying information clearly and professionally.
- Excellent numeracy skills are also essential.
- Demonstrated commitment to upholding high ethical standards and handling sensitive information with confidentiality is expected.
- Excellent telephone etiquette is important, as calls to providers/advisers will form part of this role.
- Opportunity for further study and pathway to Paraplanner role.
This is an office-based position, working 5 days a week. If you are interested in this opportunity, please send a copy of your CV to Josie at Artemis Recruitment Consultants Ltd.
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Paraplanning Assistant
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Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Paraplanning Assistant to support our Financial Advisors and Paraplanners in delivering exceptional client service. This role offers opportunities for growth and development, with the potential to train as a qualified paraplanner.Key Responsibilities:• Assist the paraplanning team with administrative tasks, including data entry,...
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Paraplanning Assistant
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Cranbrook, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Paraplanning Assistant to support our Financial Advisors and Paraplanners in delivering exceptional client service. This role offers opportunities for growth and development, with the potential to train as a qualified paraplanner.Key Responsibilities:• Assist the paraplanning team with administrative tasks, including data entry,...
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Paraplanning Assistant
1 week ago
Cranbrook, Kent, United Kingdom Brook Street Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation.Key ResponsibilitiesSupport the paraplanning team with administrative tasks, ensuring...
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Cranbrook, Kent, United Kingdom Brook Street UK Full timeJob Title: Trainee Paraplanner About the Role: We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation. Responsibilities: * Assist the paraplanning team...
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Cranbrook, Kent, United Kingdom Brook Street UK Full timeJob Title: Trainee Paraplanner About the Role: We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation. Responsibilities: * Assist the paraplanning team...
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