Hybrid Paraplanner - Wealth Management Reports

Artemis Recruitment Consultants Ltd; Rugby; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A recruitment consultancy is seeking a Paraplanner in Rugby, UK. This hybrid role involves producing Suitability Reports and requires extensive knowledge of financial products, strong communication skills, and the ability to work independently. Successful candidates will demonstrate a commitment to professional development while delivering exceptional client service. A competitive salary is on offer.

Qualifications

• Experience writing suitability letters on various topics.
• Experience in preparing illustrations for financial products.
• Experience in back office administration related to paraplanning.

Skills

Ability to produce comprehensive Suitability Reports

Excellent grammar and punctuation skills

Excellent interpersonal and communication skills

Ability to work unsupervised

Good IT skills (MS Office, Outlook, Excel)

Tools

Knowledge of research tools & software (e.g. Trustnet, Analytics)

Salesforce

Electronic Business Submission system

Job description

A recruitment consultancy is seeking a Paraplanner in Rugby, UK. This hybrid role involves producing Suitability Reports and requires extensive knowledge of financial products, strong communication skills, and the ability to work independently. Successful candidates will demonstrate a commitment to professional development while delivering exceptional client service. A competitive salary is on offer.