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Wealth Management Professional

2 months ago

Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Role:

We are seeking a skilled Paraplanner to join our team based in Weybridge. The ideal candidate will have experience in managing wealth for private clients, families, and institutions, providing a highly personal service and offering advice across the full range of Private Client Investment Tax and Retirement Planning.

Key Responsibilities:

  1. Collate client information and prepare suitability letters for a variety of technical cases
  2. Prepare illustrations and reports for client meetings
  3. Manage cases to completion and work with internal processing systems
  4. Ensure that the business obtained is being processed compliantly and in a timely manner
  5. Liaise with colleagues and third parties on a daily basis

The successful candidate will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products.

What We Offer:

Full training on the relevant IT systems and a competitive salary package.