Financial Planning Assistant

4 days ago


Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Title: Trainee Paraplanner - Coulsdon

We 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:

  1. Provide exceptional support to a team of wealth advisers.
  2. Conduct research on financial planning solutions and investment strategies.
  3. Prepare recommendation reports for client meetings.
  4. Offer technical support and guidance to colleagues.
  5. Collaborate with advisers to ensure effective client management.
  6. Deliver reports and information to clients and colleagues.
  7. Execute high-value transactions with precision.

Requirements:

  1. Prior experience in administration and paraplanning is essential.
  2. CII exam results or a Level 4 Financial Planning certificate are mandatory.
  3. Familiarity with leading research systems (Cashcalc, X-Plan, FE Analytics) is necessary.
  4. Experience in the Pension Switch market is desirable.
  5. Administrative expertise in IHT or Investment products is advantageous.
  6. Proficiency in Microsoft Office and excellent IT skills are required.

Salary: £32,500 per annum.



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