Financial Paraplanning Professional
1 day ago
Company Overview
">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
">The salary for this role is £45,000 per annum, offering a competitive package in the industry.
Job Description
">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.
- ">
- 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
">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
">Full training on company-specific software and company compliance requirements will be provided.
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