Technical Assistant / Junior Paraplanner - Esher

Artemis Recruitment Consultants; Esher; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment consultancy seeks a Technical Assistant / Junior Paraplanner in Esher. The role encompasses vital paraplanning and administrative support to wealth advisers with options for career progression. Ideal candidates will have relevant experience and qualifications, with proficiency in multiple financial systems. Offering hybrid work arrangements, this position is tailored for someone eager to advance in the finance sector.

Qualifications

• Previous administrative and paraplanning experience required.
• Must have Level 4 qualification in Financial Planning or CII exam results.
• Familiarity with major research systems like Cashcalc and Salesforce is beneficial.

Responsibilities

• Provide paraplanning support to the wealth advisers.
• Research financial planning products and investment strategies.
• Prepare recommendation reports for client meetings.

Skills

Technical support

Research

Client management

IT skills

Proficiency in Microsoft Office

Education

Level 4 qualification in Financial Planning

CII exam results

Tools

Cashcalc

Salesforce

FE Analytics

Job description

Technical Assistant / Junior Paraplanner - Esher

We are seeking a Technical Assistant / Junior Paraplanner for our client based in Esher, Surrey. The role involves providing essential paraplanning and administrative support to a team of wealth advisers. There is potential for career progression into an advisory role within the firm, should the candidate wish to pursue this.

This position offers hybrid working arrangements, with 4 days based in the Esher office.

Responsibilities:

1. Provide vital paraplanning support to the team of wealth advisers
2. Research products, financial planning solutions, and investment strategies
3. Prepare recommendation reports for client meetings
4. Offer a high level of technical support
5. Assist advisers with client management
6. Provide technical reports and information to advisers and clients
7. Ensure high-value investment transactions are executed accurately

Experience and Qualifications:

1. Previous administrative and paraplanning experience is required
2. Must have some CII exam results or hold a Level 4 qualification in Financial Planning
3. Familiarity with major research systems (e.g., Cashcalc, Salesforce, FE Analytics)
4. Experience in the Pension Switch market
5. Experience with administration of IHT or Investment products
6. Excellent IT skills and proficiency in Microsoft Office

If interested, please send your CV to [emailprotected].