Financial Planning Associate
1 month ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Associate to provide vital support to wealth advisers in Banstead.
Key responsibilities include:
- Providing paraplanning support to wealth advisers
- Researching products, financial planning solutions, and investment strategies
- Preparing recommendation reports for client meetings
- Providing technical support
- Assisting advisers with client management
- Providing technical reports and information to advisers and clients
- Ensuring accurate processing of high-worth investment transactions
The successful candidate will hold CII exam results or Level 4 qualified in Financial Planning certificate and have experience in Pension Switch market, Administration of IHT or Investment products.
We offer an estimated salary of £25,000 - £30,000 per annum, depending on experience, and excellent IT skills and proficiency in Microsoft Office.
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Financial Planning Associate
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout Artemis Recruitment Consultants LtdWe are a leading recruitment agency specializing in financial services. Our team is dedicated to providing high-quality candidates for various roles within the industry.Job OverviewThis exciting opportunity has arisen for a skilled Financial Planning Associate to join our client's team in the Coulsdon area of Surrey....
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Financial Planning Associate
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you a detail-oriented individual looking to support a team of wealth advisers in Coulsdon, Surrey? We are seeking an experienced Paraplanner or Trainee to provide vital paraplanning support. This role offers the potential to progress into an Advisory role within the firm.We offer a competitive salary range of £35k - £45k per annum.About the RoleThis is...
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Financial Planning Specialist
1 month ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This role is ideal for individuals who thrive in a fast-paced environment and have a passion for financial planning.
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Financial Planning Assistant
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Trainee Paraplanner - CoulsdonWe are seeking skilled individuals to provide support to wealth advisers in the Coulsdon area of Surrey. This role offers opportunities for growth, with potential progression into an advisory position.About the Role:Provide exceptional support to a team of wealth advisers.Conduct research on financial planning...
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Trainee Financial Planning Associate
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:We are looking for a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. The successful candidate will have the opportunity to train with experienced professionals and develop their skills to become a fully qualified adviser.The role involves working closely with the administration team to gather policy...
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Wealth Planning Specialist
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Wealth Planning Specialist to join their team in the Coulsdon area of Surrey.Role Overview:This role provides vital support to wealth advisers, enabling them to deliver exceptional client experiences. As a Wealth Planning Specialist, you will contribute to the success of our clients by providing expert...
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Wealth Planning Assistant
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Wealth Planning Assistant to provide vital paraplanning support to a team of wealth advisers based in Coulsdon, Surrey.The ideal candidate will have previous administrative and paraplanning experience, with a strong understanding of financial planning solutions and investment strategies. They will...
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Financial Planner Assistant
1 month ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planner AssistantAbout Us:A leading recruitment consultancy, Artemis Recruitment Consultants Ltd, is seeking a skilled Financial Planner Assistant to join our team. Our client, a reputable wealth management company, offers an exciting opportunity for the right candidate to develop their career in financial planning.Job Summary:We are...
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Wealth Planning Support Specialist
1 month ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Planning Support SpecialistArtemis Recruitment Consultants Ltd is recruiting for a Wealth Planning Support Specialist to join their prestigious client's team. This is a unique chance to gain expertise in wealth management and build relationships within a renowned organization.About Us:Our client has over 20 years of experience in the financial...
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Learning Support Associate
2 weeks ago
Banstead, Surrey, United Kingdom Protocol Education Ltd Full time**Job Summary:** We are seeking a Learning Support Associate to join our team at Protocol Education Ltd. As a Learning Support Associate, you will work closely with teachers and other support staff to support students with special educational needs in a school setting.**Responsibilities:Support students with SEND in a one-to-one and group setting.Assist...
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Wealth Planning Support Role
2 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description: Wealth Planning Support RoleSalary Range: £40,000 - £50,000 per annumAbout the PositionWe are seeking a highly skilled Wealth Planning Support professional to join our clients' team in Coulsdon. This role offers an exciting opportunity to work closely with wealth advisers, providing expert support and guidance in financial...
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Financial Services Coordinator
2 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking an experienced Financial Administrator to join our team in Coulsdon, Surrey.This is a fantastic opportunity for a highly organized and detail-focused individual to work with our financial adviser, providing administrative support and ensuring the smooth delivery of financial services.The successful candidate will have excellent...
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Financial Operations Specialist
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a highly skilled Financial Administrator to join our team in Coulsdon, Surrey.The ideal candidate will have experience of maintaining good working relationships in the delivery of financial advice services and be able to assess information, make comparisons, and identify critical features.Key Responsibilities:Record client communications,...
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Trainee Financial Planner
2 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout Us:We are Artemis Recruitment Consultants Ltd, a leading recruitment agency specialising in finance and accounting roles. We have a fantastic opportunity for a Trainee Paraplanner to join our team and work with our clients in the Coulsdon area of Surrey.The Job:You will be responsible for providing paraplanning support to our wealth advisers,...
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Paraplanning and Administration Expert
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Advisory Support:Artemis Recruitment Consultants Ltd seeks a skilled Trainee Paraplanner to support its wealth advisory team in Coulsdon, Surrey.About the Position:Provide administrative and technical support to wealth advisers.Conduct thorough research on financial planning solutions and investment strategies.Prepare detailed reports for client...
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Business Paraplanning Specialist
2 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany Overview:We are a recruitment agency, Artemis Recruitment Consultants Ltd, looking for highly skilled trainee and experienced paraplanners to support our clients in the Coulsdon area of Surrey.About the Role:This is an exciting opportunity to join our team as a Trainee Paraplanner and progress into an Advisory role within the firm. You will provide...
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Administrative Support Professional
1 month ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleThis Administrative Support Professional position involves working closely with our Financial Adviser to discuss clients' objectives, identify necessary information, and compile financial reports.We estimate the salary for this role to be around £30,000 - £40,000 per annum, depending on experience.You will be responsible for collecting and...
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Wealth Management Support Specialist
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany ProfileArtemis Recruitment Consultants Ltd is a specialist recruitment agency operating within the financial services sector. We deliver exceptional staffing solutions to organizations across the UK.Job DetailsThis position involves supporting the wealth management team in Coulsdon, Surrey. Key responsibilities include assisting with financial...
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Paraplanning Professional Trainee
2 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:Artemis Recruitment Consultants Ltd is seeking a Trainee Paraplanner to join our team and support our clients in the Coulsdon area of Surrey.About the Role:You will be responsible for providing paraplanning support to our wealth advisers, researching financial products and services, preparing reports for client meetings, and delivering...
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Paraplanning Support Specialist
2 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an ambitious and detail-oriented Paraplanner or Trainee to join our team in Coulsdon, Surrey. The successful candidate will provide vital support to a team of wealth advisers, contributing to the delivery of exceptional client outcomes.As a key member of our team, you will have the opportunity to develop your skills and knowledge, working...