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| Job Location | Banstead |
| Education | Not Mentioned |
| Salary | 30,000 - 45,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead 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 rolewithin the firm in the future, if that is something the candidate would want.Responsibilities: Provide vital paraplanning support to the team of wealth advisersResearch products, financial planning solutions and investment strategiesPrepare recommendation reports for client meetingsProvide a high level of technical supportAssist advisers with client managementProvide advisers and clients with technical reports and informationEnsure high worth investment transactions are carried out accuratelyExperience and qualifications: Previous administrative and paraplanning experience requiredMust show some CII exam results or hold Level 4 qualified in Financial Planning certificateFamiliar with major research systems (e.g. Cashcalc, X-Plan, FE Analytics etc)Experience of the Pension Switch marketExperience of administration of IHT or Investment productsExcellent IT skills and proficient in Microsoft OfficeIf you would be interested in applying for this position, then please send a copy of your CV to Natalie at Artemis Recruitment.
Keyskills :
AnalyticsFinancial PlanningParaplanningTechnical ReportsWealth Management