Artemis Recruitment Consultants Ltd is seeking an experienced Senior Paraplanner in Ipswich to support Financial Planners and Wealth Managers with complex cases.
You will gather client information, research investments, prepare detailed suitability reports, and deliver compliant recommendations while maintaining client confidentiality and high professional standards.
The role emphasises accuracy, regulatory compliance, and the ability to interpret complex data to guide client decisions.
#J-18808-Ljbffr
Senior Paraplanner: Complex Cases & Ipswich Wealth Planning employer: Artemis Recruitment Consultants Ltd
Join a leading financial advisory firm in Glasgow, where you will thrive in a supportive and collaborative environment dedicated to your professional growth. With an established client portfolio and a commitment to high-quality financial advice, you'll enjoy competitive benefits including a generous salary, discretionary bonuses, and opportunities for career advancement. Experience a workplace that values strong client relationships and offers a positive team culture, making it an excellent choice for your next career move.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
