Client-Facing Paraplanner: Path to Financial Adviser in Leatherhead

Client-Facing Paraplanner: Path to Financial Adviser in Leatherhead

Leatherhead Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
ARTEMIS RECRUITMENT CONSULTANTS LIMITED

At a Glance

  • Tasks: Produce suitability reports and conduct product research in a supportive team.
  • Company: Join a dynamic financial planning firm with a focus on growth.
  • Benefits: Career progression to Financial Adviser, supportive environment, and professional development.
  • Other info: Exciting opportunities for personal and professional growth in Leatherhead.
  • Why this job: Kickstart your career in finance with real client interaction and mentorship.
  • Qualifications: Experience in Paraplanning and strong communication skills.

The predicted salary is between 30000 - 40000 Β£ per year.

ARTEMIS RECRUITMENT CONSULTANTS LIMITED is seeking an experienced Paraplanner to join their financial planning firm in Leatherhead. The ideal candidate will have a background in Paraplanning, working closely with a Chartered Financial Planner in a supportive team environment.

This position offers growth opportunities into a Financial Adviser role as the candidate progresses in their career.

Key responsibilities include:

  • Producing suitability reports
  • Conducting product research

Client-Facing Paraplanner: Path to Financial Adviser in Leatherhead employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED

ARTEMIS RECRUITMENT CONSULTANTS LIMITED is an excellent employer, offering a supportive team environment in Leatherhead where experienced Paraplanners can thrive. With clear pathways for career progression into Financial Adviser roles, employees benefit from ongoing professional development and a collaborative culture that values growth and innovation.

ARTEMIS RECRUITMENT CONSULTANTS LIMITED

Contact Details:

ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruitment Team

We think you need these skills to ace Client-Facing Paraplanner: Path to Financial Adviser in Leatherhead

Paraplanning
Suitability Reports
Product Research
Financial Planning
Communication Skills
Team Collaboration
Attention to Detail