Paraplanner - London / Remote

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

Paraplanner - London / Remote

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