Senior Wealth Paraplanner - Remote

Senior Wealth Paraplanner - Remote

Full-Time 45000 - 55000 £ / year (est.) Working from home possible
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At a Glance

  • Tasks: Support consultants by delivering top-notch technical and investment advice to clients.
  • Company: Join a dynamic team at ARTEMIS RECRUITMENT CONSULTANTS LIMITED, working remotely.
  • Benefits: Enjoy a permanent role with flexible remote work and opportunities for professional growth.
  • Other info: Be part of a supportive team focused on client success and wealth management.
  • Why this job: Make a real difference in clients' financial journeys while collaborating with experienced professionals.
  • Qualifications: Experience in paraplanning and strong communication skills are essential.

The predicted salary is between 45000 - 55000 £ per year.

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.

Senior Wealth Paraplanner - Remote employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED

Join a dynamic wealth management firm in Farnborough, Hampshire, where your role as an IFA Administrator will be supported by a culture of collaboration and professional growth. With a strong emphasis on career progression and a hybrid working model, this company offers a unique opportunity to develop your skills while maintaining a healthy work-life balance. Enjoy the benefits of working in a supportive environment that values your contributions and fosters lasting client relationships.

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Contact Details:

ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruitment Team

We think you need these skills to ace Senior Wealth Paraplanner - Remote

Technical Advice
Investment Knowledge
Client Needs Assessment
Report Writing
Wealth Management Services
Information Gathering
Risk Profiling