Back to top

Financial Services

London

04/03/2022

Type of Position: Junior Paraplanner
Pay: £25-29k

Junior Paraplanner - London

We are looking for a Junior Paraplanner to join our client's wealth management company in London.

Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients' queries, ensuring compliance standards are met, coming up with financial solutions for clients, relationship building, and fulfilling administrative procedures. Salary dependent on experience.

Key skills/Experience required

  • Strong communication and customer service skills
  • Good knowledge of finance
  • Analytical Skills
  • Experience of working with financial software, managing records and databases.

Benefits

  • Life insurance
  • Support provided for pursuing your Level 4 Diploma in Financial Planning.
  • Company Pension

Please email your CV to josie@artemisrecruitment.co.uk to register interest.

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.