Senior Wealth Paraplanner - Remote

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; England; On-site; GBP 30,000 - 42,000; Full time

Job summary

ARTEMIS RECRUITMENT CONSULTANTS LIMITED is seeking a Paraplanner on a full-time, permanent and remote basis. You will support our consultants and wider teams by delivering high-quality technical and investment advice across a wide range of client needs.

You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of wealth management services, from information gathering and planning to creating reports, ensuring client goals and risk profiles are addressed

Qualifications

• Diploma in Regulated Financial Planning or Certificate in Paraplanning (other qualifications considered).
• Strong technical knowledge of pensions, investments, protection and wider wealth management solutions.
• Solid understanding of current regulations, legislation, and compliance (SMCR).

Responsibilities

• Supporting consultants with technical and investment advice across all areas of wealth management
• Preparing, reviewing, and updating proposals, letters, and reports—always keeping the client’s goals and risk profile front of mind
• Assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions

Skills

Wealth management knowledge

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

ARTEMIS RECRUITMENT CONSULTANTS LIMITED is seeking a Paraplanner on a full-time, permanent and remote basis. You will support our consultants and wider teams by delivering high-quality technical and investment advice across a wide range of client needs.

You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of wealth management services, from information gathering and planning to creating reports, ensuring client goals and risk profiles are addressed