Paraplanning Professional

2 weeks ago


Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is looking for a Paraplanning Professional to join their team. As a paraplanner, you will be responsible for producing high-level technical paraplanning, including cash flow models and suitability reports.

Key Responsibilities:
  1. Assist the Financial Planner in formulating advice to the client, providing technical support and guidance where necessary.
  2. Review client objectives to ensure they are clear, concise, and achievable when compared to their financial circumstances.

The successful candidate will have excellent communication skills, both verbally and in writing. The estimated salary for this role is £40,000-£50,000 per annum, depending on experience.



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