Financial Services Professional

15 hours ago


Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

Salary: £25k - £30k per annum

This Trainee Paraplanner position offers a fantastic opportunity to develop your skills and knowledge in the financial services industry. As a key member of our team, you will be responsible for providing high-quality support to our clients and contributing to the growth and success of our organization.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. If you are a motivated and organized individual looking to launch your career in financial services, we encourage you to apply for this exciting opportunity.

  • Key Responsibilities:
  • Provide research and analysis of investment funds and financial products.
  • Review asset allocation for any investment/pension holdings.
  • Create financial cashflow forecasts.
  • Prepare Financial Plans.
  • Source and obtain relevant documents.
  • Complete required exams.
  • Maintain up-to-date knowledge of industry trends and products.


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