Remote Paraplanner - Wealth Management & Reports

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Remote; GBP 60,000 - 80,000; Full time

Job summary

A recruitment consultancy is seeking a Paraplanner to join their team on a full-time, remote basis. The role involves supporting consultants with technical and investment advice, preparing client proposals, and assisting in the delivery of various financial products. Candidates should possess relevant financial qualifications and strong technical knowledge of wealth management solutions. This is an excellent opportunity to contribute to a client-focused service while ensuring compliance with regulations.

Qualifications

• Hold a Diploma in Regulated Financial Planning or similar qualifications.
• Strong technical knowledge of financial products including pensions and investments.
• Solid understanding of current regulations and compliance procedures.

Responsibilities

• Support consultants with technical and investment advice.
• Prepare and review proposals, letters, and reports.
• Assist in delivering products and services including cash management and tax products.

Skills

Technical knowledge of financial products

Understanding of current regulations

Client-focused service

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

A recruitment consultancy is seeking a Paraplanner to join their team on a full-time, remote basis. The role involves supporting consultants with technical and investment advice, preparing client proposals, and assisting in the delivery of various financial products. Candidates should possess relevant financial qualifications and strong technical knowledge of wealth management solutions. This is an excellent opportunity to contribute to a client-focused service while ensuring compliance with regulations.