Financial Planning Specialist

2 weeks ago


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

Artemis Recruitment Consultants Ltd is seeking a highly experienced Paraplanner to join their Wealth Management Practice. The successful candidate will provide bespoke face-to-face financial advice to individuals and businesses throughout the UK. Key responsibilities include writing suitability letters on a wide range of topics, preparing illustrations for various products, and undertaking continuous professional development to meet regulatory requirements. The ideal candidate will have a good working knowledge of regulatory requirements, excellent IT skills, and the ability to use Salesforce in a process-driven compliant way. Full training will be provided on company-specific software and compliance requirements. If you have experience in writing suitability letters, preparing illustrations, and back-office administration, and are looking for a challenging role in a dynamic environment, please apply.



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