Paraplanner - Coulsdon

We are looking for both trainee and experienced Paraplanners for our clients based in the Coulsdon area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want.

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers 

• Research products, financial planning solutions and investment strategies 

• Prepare recommendation reports for client meetings 

• Provide a high level of technical support 

• Assist advisers with client management 

• Provide advisers and clients with technical reports and information 

• Ensure high worth investment transactions are carried out accurately 

Experience and qualifications:

• Previous administrative and paraplanning experience required 

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate 

• Familiar with major research systems (e.g. Cashcalc, X-Plan, FE Analytics etc) 

• Experience of the Pension Switch market 

• Experience of administration of IHT or Investment products 

• Excellent IT skills and proficient in Microsoft Office

If you would be interested in applying for this position, then please send a copy of your CV to josie@artemisrecruitment.co.uk 

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