Financial Paraplanning Professional

1 day ago


Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

Company Overview

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Artemis Recruitment Consultants Ltd is proud to present an exciting opportunity for a highly experienced Paraplanner within a Wealth Management Practice that provides bespoke face-to-face financial advice to individuals and businesses throughout the UK.


Salary

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The salary for this role is £45,000 per annum, offering a competitive package in the industry.


Job Description

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We are seeking an experienced Paraplanner who can provide high-quality support to our Financial Advisors. The successful candidate will have experience in writing suitability letters on a wide variety of topics, including Pensions, Investments, Mortgages, and Protection.

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  • Experience in preparing illustrations for numerous products, such as Protection.">
  • Experience in back office administration that relates to the paraplanning role, such as updating a client's CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case.">
  • Undertake continuous professional development to meet regulatory requirements, both internally and externally.">
  • A good working knowledge of regulatory requirements.">
  • An adaptable and flexible approach to work within a changing environment.">
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office system.">

Required Skills and Qualifications

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The ideal candidate will have knowledge of research tools & software (e.g. li>), knowledge in other areas such as Protection, IHT and Tax Efficient Investments, and ability to use Salesforce (Client and Case Management Systems) in a process-driven compliant way.


Benefits

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Full training on company-specific software and company compliance requirements will be provided.


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