, , Paraplanner - Leicester - Artemis Recruitment Consultants

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services

Leicester

12/01/2024

Type of Position: Paraplanner - Leicester
Pay: £30k - £35k

Paraplanner - Leicester

We are looking for an experienced Paraplanner for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.

 

Responsibilities:

  • Working closely with product providers to obtain information and process business
  • Preparing recommendations for clients alongside advisers and writing suitability reports
  • Answering client enquiries via telephone and email, resolving these in a professional and timely manner
  • Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
  • Preparing review documents for clients including bespoke illustrations and valuations
  • Conducting detailed analysis of investments, assessing performance and cost
  • Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
     

Experience & Qualifications:

  • At least 1 year experience working as a paraplanner or within a financial advisory firm
  • Previous St James's Place experience would be strongly advantageous
  • Intermediate level Microsoft Suite – Outlook, Office, Word and Excel
  • Confident communicating with clients and 3rd party providers
  • Excellent attention to detail, organisational, and time management skills
  • Open to receiving candid feedback in order to enhance your progression
     

If you are interested in applying for this position, then please submit a copy of your CV to sam@artemisrecruitment.co.uk 

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.