Paraplanning and Advisory Services

6 days ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Paraplanner Opportunity

We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner at Artemis Recruitment Consultants Ltd in Farnborough. This is an excellent chance for someone looking to develop their career in financial planning, with the potential to earn a higher salary as a qualified Paraplanner.

About the Position

The successful candidate will have a minimum of 2 years' experience in an IFA firm, with a strong understanding of financial planning, pensions, investments, wealth management, life assurance, tax matters, and corporate financial advice. You will be responsible for reviewing and quality checking Private Client fact finds, setting down holistic financial planning advice, and ensuring all record keeping is maintained on back office systems.

  • To meet set individual targets for productivity and quality.
  • Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.

The salary for this role is estimated to be around £29k - £37k per annum, depending on experience. In addition to a competitive salary, you will have the opportunity to work towards a Diploma in Financial Planning, which is essential for progressing to a full Paraplanner role.

This is an exciting opportunity for someone looking to develop their career in financial planning, with the potential to earn a higher salary as a qualified Paraplanner. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this role.



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