Strategic Financial Advisor

3 weeks ago


Maidstone, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a highly motivated Strategic Financial Advisor to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Paraplanning Professional to support our financial advisers in delivering exceptional client services.

As a key member of our team, you will play a vital role in supporting our Financial Planning Coordinators in providing high-quality client support and services. Your primary responsibilities will include:

  1. Producing comprehensive suitability reports using standard paragraphs and free text, ensuring accuracy and clarity.
  2. Writing suitability letters on various topics, including pensions, investments, mortgages, and protection, with a focus on meeting regulatory requirements.
  3. Preparing illustrations for multiple products, such as protection, and ensuring all necessary documentation is completed.
  4. Providing back-office administration support related to the paraplanning role, including updating client files and ensuring compliance with regulatory and company requirements.
  5. Staying up-to-date with industry developments through continuous professional development, both internally and externally.
  6. Liaising with Business Assurance to ensure cases are graded correctly and meet regulatory standards.
  7. Excellent communication and interpersonal skills, with the ability to work effectively with colleagues and clients.
  8. A high standard of personal organization and time management, with a focus on delivering exceptional service.
  9. Experience working to targeted service standards and procedures, with a proven track record in delivering first-class client service.
  10. A good working knowledge of regulatory requirements, with a commitment to staying up-to-date with industry developments.
  11. Ambition and a goal-oriented mindset, with a desire to progress in your career and contribute to our team's success.


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