Financial Paraplanner Specialist

2 months ago


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

**Company Overview:**

We are Artemis Recruitment Consultants Ltd, a renowned recruitment agency specializing in high-caliber professionals for the wealth management sector.

Job Title: Financial Paraplanner Specialist

Salary Range: £35,000 - £60,000 (dependent on experience)

Location: London

This is an exciting opportunity for a highly experienced paraplanner to join our esteemed client's Wealth Management Practice. As a Financial Paraplanner Specialist, you will be responsible for providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.

Key Responsibilities:

  • Preparing suitability letters on a wide range of topics, including pensions, investments, mortgages, and protection.
  • Creating illustrations for various products, such as protection policies.
  • Managing back-office administration tasks related to the paraplanning role, ensuring compliance with regulatory requirements.
  • Staying up-to-date with continuous professional development to meet regulatory needs.
  • Maintaining a good working knowledge of regulatory requirements.
  • Adapting to changing work environments and priorities.
  • Demonstrating excellent IT skills, including Microsoft Office, Outlook, Excel, and back-office systems.

Requirements:

  • Familiarity with research tools and software, such as li>
  • Knowledge of protection, IHT, and tax-efficient investments.
  • Ability to use Salesforce in a process-driven, compliant manner.
  • Full training will be provided for company-specific software and compliance requirements.

Benefits:

Our client offers a competitive salary, comprehensive training, and a dynamic work environment that fosters growth and development.



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