Financial Paraplanner Specialist
2 months ago
**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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