Paraplanning and Advisory Support

2 weeks ago


Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

A dedicated Paraplanner/Assistant Financial Planner is required by Artemis Recruitment Consultants Ltd in Harpenden. This position comes with a competitive salary of £35,000 - £50,000.

About the Role

This is a full-time hybrid working role that involves supporting and working alongside senior advisers. The opportunity to transition into a financial adviser role over time exists.

Responsibilities
  1. Assisting in the creation and implementation of client financial plans.
  2. Generating technical reports and forecasts, conducting product research.
  3. Liaising with external providers, processing applications.
Requirements
  • Proficiency in Microsoft Office Suite, Iress, Xplan, and other key software tools.
  • At least 3 RO papers passed and 2 years of report writing experience.
Perks
  • Pension scheme
  • Flexitime
  • Life insurance
  • On-site parking
  • Wellness programme
  • Remote work option


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