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Financial Services
London
28/11/2022
Type of Position: Paraplanner - London / Remote
Pay: £35k - £40k
Our client is looking for a results-orientated, hard-working individual with Paraplanning experience to join their rapidly growing SJP Partner Practice based in London.
You will be working within a busy team offering excellent service to the MD, the advisers and our HNW client base. Your role will include:
• Collating client information and preparing suitability letters for a variety of technical cases
• Preparing illustrations and reports for client meetings
• Managing cases to completion and working with internal SJP processing systems
• Ensuring that the business obtained is being processed compliantly and to deadlines
Desirable:
• Ideally have SJP systems experience
• You will have the Level 4 Dip PFS qualification
• This role would suit a competent, confident, IT proficient and professional Paraplanner who enjoys using their initiative and has a ‘can do’ working style
• You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products
• You are highly organised and have excellent communication skills
If you would like to apply for this great opportunity then please email your CV to josie@artemisrecruitment.co.uk