Paraplanner - London

Artemis Recruitment Consultants Ltd; London; Hybrid; GBP 50,000; Full time

Job summary

A renowned recruitment consultancy seeks a skilled Paraplanner in London. The successful candidate will deliver precise financial advice, support the adviser team, and improve client experiences while managing various financial arrangements. A flexible working policy is in place, requiring occasional office attendance.

Qualifications

• Experience as a paraplanner at a senior level.
• Knowledge of family investment companies, share options, and international pensions.
• Ability to draft concise and accurate correspondence.

Responsibilities

• Deliver accurate, compliant advice within set timescales.
• Act as liaison between adviser and support teams.
• Contribute to client experience improvement.

Skills

Technical resource provision

Client communication

Pressure management

Education

QCF Level 6 Qualification

Job description

Type of Position: Paraplanner (2) - London
Pay: £50k

Paraplanner - London

Our client is looking for a talented Paraplanner to join their team in London.

Accountabilities:

• Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
• Providing technical resource to the adviser team
• Acting as an effective point of liaison between adviser and support teams
• Contributing to the continued improvement of the client experience and the firm’s knowledge base
  

In order to be able to meet the demands of the role it is anticipated that the successful candidate will:

• be qualified to QCF level 6 and have worked as a paraplanner at a senior level previously
• have experience of dealing with arrangements such as family investment companies, share options (inc. EMI) and
• international pensions, in addition to the more typical financial planning product solutions
• be able to demonstrate their ability to work under pressure
• have day-to-day involvement with clients
• be capable of drafting concise and accurate correspondence
  

The firm operates a flexible working policy including variable hours and splitting time between attendance at the office and remote working. The successful candidate will need to be willing to attend and make contributions to marketing and social events the company organises for clients and professional connections.

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