Financial Planning Assistant

3 weeks ago

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

Artemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London. The ideal candidate will have a strong background in financial planning and be able to deliver high-quality advice within agreed timescales and cost budgets.

Key Responsibilities:
  • Provide technical support to the adviser team, ensuring accurate and compliant advice is delivered to clients.
  • Act as a liaison between adviser and support teams, facilitating effective communication and collaboration.
  • Contribute to the improvement of the client experience and the firm's knowledge base, identifying areas for growth and development.
  • Collate regulatory documentation to accompany advice, ensuring all necessary information is included.
Requirements:
  • Hold a Diploma-level qualification and have previous experience as a paraplanner.
  • Have a strong understanding of common financial planning product solutions and be able to demonstrate technical expertise.
  • Be able to work under pressure, managing multiple tasks and deadlines while maintaining a high level of accuracy.
  • Have day-to-day involvement with clients, providing exceptional customer service and support.
  • Be capable of drafting concise and accurate correspondence, communicating complex information in a clear and concise manner.

This is an office-based opportunity with the possibility of flexible working in the future. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting role.

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