Artemis Recruitment Consultants Ltd
We are in search of a Trainee Paraplanner with a years expertise in monetary companies to hitch our shopper’s profitable wealth administration firm. Your function will likely be to help monetary advisers in monetary analysis for his or her shoppers, writing up suitability letters and experiences, guaranteeing work is technically correct, coping with shoppers queries, guaranteeing compliance requirements are met, developing with monetary options for shoppers, relationship constructing and fulfilling administrative procedures. You will must be a powerful communicator, have information of finance, be very analytical, exemplary customer support expertise and be extremely organised. You must be working in direction of your Level four diploma and have expertise of writing suitability experiences. You could have expertise of working with monetary software program, managing data and have labored with databases. You may even ideally have a level in a associated topic. Generous beginning wage plus bonus scheme.