Financial Paraplanning Professional

2 days ago


St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Job

We are seeking a skilled and experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will work closely with Financial Advisers and the Administration team in a dynamic IFA business.

Job Description:

  • Support Financial Advisers in establishing strong client relationships by providing valuable insights and expertise.
  • Analyze clients' financial situations, prepare comprehensive financial statements, and research suitable products to support their goals.
  • Propose tailored financial solutions that meet clients' needs, prioritizing their objectives and risk tolerance.
  • Maintain accurate client file review systems to track client holdings, priorities, and progress.

Minimum Requirements:

  • A minimum of 2 years of experience in Paraplanning, preferably in the financial services sector.
  • Demonstrated knowledge of pensions, investments, and protection products.
  • Excellent report writing skills and attention to detail.

Estimated Salary: £35,000 - £45,000 per annum, depending on experience.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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