Financial Paraplanning Specialist

2 days ago


Bury St, Suffolk, United Kingdom Artemis Recruitment Consultants Ltd Full time

Company Overview

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Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in the financial services industry. We are seeking an experienced Financial Paraplanner to join our team.

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About the Role

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The successful candidate will provide research and analysis support to our Financial Planners, assisting them in creating client plans and suitability reports. Key responsibilities include preparing client financial plans, managing technical data presentation, attending client meetings, and maintaining performance standards.

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Requirements

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To succeed in this role, you will require excellent planning and organizational skills, broad knowledge of the financial services industry, and the ability to manage and complete projects. Additionally, you must be committed to Continuous Professional Development and have strong communication skills.

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Benefits

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We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, as well as opportunities for career growth and professional development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply.

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Job Description

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  • ">
  • Support Financial Planners in research and analysis">
  • Prepare client financial plans and suitability reports/letters">
  • Manage technical data presentation to Financial Planners">
  • Attend client meetings and present cashflow information">
  • Maintain performance standards">
  • Promote business profile within the profession and communities">
  • Complete Continuous Professional Development">
  • Excellent planning and organisational skills">
  • Broad knowledge of the Financial Services Industry">
  • Ability to manage and complete projects">
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Salary: £35,000 - £45,000 per annum (dependent on experience)

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