Type of Position: Paraplanner
Our client is a wealth management business in the financial services industry based in Cookham Dean, Berkshire. They provide a variety of investment and financial planning services for clients both in the UK and globally, with an in-house Investment Committee and a team of skilled advisers.
Our client is looking to expand their team to support the growth of their business and increasing client bank, and are looking for someone to join the team as soon as possible. This role will work alongside another receptionist within the operations department and take ownership of the office and facility management. This is a full time position, 37.5 days per week Monday to Friday, that is office based with flexible working days from a small location in the beautiful surroundings of Cookham.
We are looking for an experienced paraplanner with minimum 2 years experience to provide support to our clients advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.
On occasions attending client meetings with adviser.
Organising recommendations: identifying areas for planning, carrying out research to find solutions.
Minimum Level 4 Diploma In Financial Planning is required.
Job Types: Full-time, Permanent
Office or Hybrid working
If you would be interested in this great opportunity then please email your CV to Josie at Artemis Recruitment.