Paraplanning Expert

5 days ago

Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Key Responsibilities:
  • Prepare suitability letters on a wide range of topics, including Pensions, Investments, Mortgages, and Protection;
  • Develop and maintain a deep understanding of regulatory requirements and industry developments;
  • Maintain accurate and up-to-date records of client information and transactions;
  • Collaborate with colleagues to achieve business objectives and deliver exceptional customer service;

This is an excellent opportunity for a motivated and experienced Wealth Management Paraplanner to take their career to the next level. If you are passionate about delivering high-quality services and working in a fast-paced environment, we encourage you to apply.

  • Wealth Management Paraplanner

    5 days ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:Experience in writing suitability letters on a wide range of topics, including Pensions, Investments, Mortgages, and Protection;Preparing illustrations for various products, such as Protection;Back office administration related to the paraplanning role, including updating client files and ensuring compliance with regulatory...