Hybrid Paraplanner: Wealth Management & Bespoke Advice

Artemis Recruitment Consultants Ltd; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment consultancy is seeking a highly experienced Paraplanner within a Wealth Management Practice. The role involves producing detailed Suitability Reports, liaising with compliance teams, and delivering top-notch client services. Ideal candidates will have excellent communication skills and strong IT proficiency. The position offers hybrid working and inclusion in training for specific company software.

Qualifications

• Strong knowledge in Pensions, Investments, Mortgages, and Protection.
• Experience in preparing illustrations for various products.
• Ability to adapt to a changing work environment.

Responsibilities

• Produce accurate Suitability Reports for clients.
• Liaise with compliance teams to ensure case suitability.
• Update client records and meet regulatory requirements.

Skills

Comprehensive Suitability Report writing

Excellent interpersonal skills

Knowledge of regulatory requirements

Strong IT skills (MS Office, Salesforce)

Experience of working to service standards

Tools

Trustnet

Salesforce

CYC calculations knowledge

Job description

A leading recruitment consultancy is seeking a highly experienced Paraplanner within a Wealth Management Practice. The role involves producing detailed Suitability Reports, liaising with compliance teams, and delivering top-notch client services. Ideal candidates will have excellent communication skills and strong IT proficiency. The position offers hybrid working and inclusion in training for specific company software.