Senior Wealth Management Specialist

5 days ago


Market Harborough, Leicestershire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Artemis Recruitment Consultants Ltd
We are seeking a skilled Experienced Paraplanner to join our team in a dynamic wealth management firm. The successful candidate will be responsible for working with product providers to obtain information and process business, preparing recommendations for clients and writing suitability reports, answering client enquiries via telephone and resolving them in a professional manner, preparing and organising client meetings, including drafting meeting agendas and presentation materials, preparing review documents for clients, including bespoke illustrations and valuations, conducting detailed analysis of investments and assessing performance and cost, ensuring compliance with industry regulations and internal policies in all financial plans and recommendations.

Key requirements include at least 2 years experience working as a paraplanner or within a financial advisory firm, intermediate level Microsoft Suite skills, including Outlook, Office, Word and Excel, excellent communication, organisational, and time management skills, and ability to receive and act on feedback to enhance progression.

Preferred qualifications include previous St James's Place experience.

We offer a competitive salary range of £40,000 - £60,000 per annum, depending on experience.

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