, , Trainee Paraplanner - Banstead - 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

Banstead

19/01/2024

Type of Position: Trainee Paraplanner - Banstead
Pay: £30k - £35k

Trainee Paraplanner - Banstead

We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want.

 

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers 

• Research products, financial planning solutions and investment strategies 

• Prepare recommendation reports for client meetings 

• Provide a high level of technical support 

• Assist advisers with client management 

• Provide advisers and clients with technical reports and information 

• Ensure high worth investment transactions are carried out accurately 

 

Experience and qualifications:

• Previous administrative and paraplanning experience required 

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate 

• Familiar with major research systems (e.g. Cashcalc, X-Plan, FE Analytics etc) 

• Experience of the Pension Switch market 

• Experience of administration of IHT or Investment products 

• Excellent IT skills and proficient in Microsoft Office

 

If you would be interested in applying for this position, then please send a copy of your CV to natalie@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.