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Paraplanning Expertise Role

1 week ago


Uxbridge, United Kingdom Artemis Recruitment Consultants Ltd Full time
Key Responsibilities

The successful candidate will be responsible for assisting our Financial Planners in delivering high-quality advice to clients. Key responsibilities include:

  • Supporting Financial Planners in developing client advice, including reviewing client objectives and conducting research on investment funds and financial products.
  • Providing technical guidance and support to ensure accurate and effective advice delivery.
  • Assisting with the review of asset allocation for investment/pension holdings and creating financial cash flow forecasts.
  • Developing and maintaining strong relationships with clients and internal stakeholders.

What We Offer:

  • A competitive estimated salary range of £35,000 - £45,000 per annum.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

About Us:

Artemis Recruitment Consultants Ltd is a leading recruitment agency specialising in financial services placements. We pride ourselves on building strong relationships with our clients and candidates, providing exceptional service and expert advice throughout the recruitment process.