Our client is looking to welcome a Financial Adviser into their team in London , to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to: Provide technical and investment advice on all aspects of client's requirements and wealth management planning Create, build and maintain long-term client relationships, through quality of service and advice Communicate information to clients in a manner appropriate for their level of understanding Maintain own knowledge of current affairs and the potential impact on client issues Explain the potential benefits and disadvantages of various products and services recommended to clients Conduct research and data analysis for both the client and special projects Keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA) Adopt an open, honest approach and deal with all aspect client affairs with integrity The successful applicants will: Have a Level 4 Diploma in Financial Planning Have a minimum of 2 years' experience in a Financial Adviser capacity Have strong understanding of the full range of pensions and wealth management planning solutions Be highly driven, self-motivated, have high initiative and be a good team player Be able to research, analyse and interpret a diverse range of highly technical information Possess excellent communication and negotiation skills Have excellent literacy, numeracy, and IT skills Be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally Have an ethical and professional approach to work Qualification requirements We expect an individual in this role to hold the following qualifications: The minimum level is "level 4" Diploma with the aim of achieving Chartered status Please send your CV through to Sam at Artemis Recruitment.
Oct 04, 2025
Full time
Our client is looking to welcome a Financial Adviser into their team in London , to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to: Provide technical and investment advice on all aspects of client's requirements and wealth management planning Create, build and maintain long-term client relationships, through quality of service and advice Communicate information to clients in a manner appropriate for their level of understanding Maintain own knowledge of current affairs and the potential impact on client issues Explain the potential benefits and disadvantages of various products and services recommended to clients Conduct research and data analysis for both the client and special projects Keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA) Adopt an open, honest approach and deal with all aspect client affairs with integrity The successful applicants will: Have a Level 4 Diploma in Financial Planning Have a minimum of 2 years' experience in a Financial Adviser capacity Have strong understanding of the full range of pensions and wealth management planning solutions Be highly driven, self-motivated, have high initiative and be a good team player Be able to research, analyse and interpret a diverse range of highly technical information Possess excellent communication and negotiation skills Have excellent literacy, numeracy, and IT skills Be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally Have an ethical and professional approach to work Qualification requirements We expect an individual in this role to hold the following qualifications: The minimum level is "level 4" Diploma with the aim of achieving Chartered status Please send your CV through to Sam at Artemis Recruitment.
Our client is looking for a Financial Administrator to support a variety of complex advice areas including pensions, investments, trusts, protection and group schemes. This is a hybrid role with only 3 days in the office. A successful candidate will be detailed-orientated and experienced individual working closely with high-net-worth clients and dedicated Financial Planners. They will provide key support to the Financial Planning Team and ensuring the compliance procedures and standards are adhered to at all times. Key responsibilities: Taking ownership and accountability for end-to-end administration including ensuring the maintenance of correct client records Ensuring all data entry is completed accurately and within specified timelines Read client reports to understand client's circumstances and rationale of advice given Processing new business (pensions, ISAs, GIAs, bonds, SIPPs, protection policies, and group schemes) Preparing and submitting application to product providers in line with company procedures and compliance requirements Supporting Financial Planners through the full advice process, including benefit crystallisation events and pension transfers Scanning and saving documents Processing LOAs, obtain plan information & updating the client file Liaising with providers, client, advisers, providing regular updates to clients on progress of advice Dealing with client queries Maintain client confidence by keeping information confidential Preparing client annual reviews and actions following the reviews Proactively manage own workflow, keeping adviser and manager updated Maintaining and updating tasks on pipeline tracker Work with team and contribute to team effort by accomplishing team agreed objectives Qualifications and experience: Up to 2 years previous experience in financial planning administration role Good understanding of advice process Knowledge of retirement/pension and investment products Good Literacy and numeracy skills with a high degree of accuracy Excellent interpersonal and organization skills Working knowledge of Microsoft and Excel packages Knowledge of Xplan/Intelligent Office advantageous Requirements: Highly organised, competent administrator with a positive attitude and enthusiastic nature High personal standards to deliver quality support to both City Capital team and clients Evidence of previous administration skills such as organisation, prioritization and ability to work under pressure Experience in a financial planning or wealth management firm, ideally supporting high-net-worth clients Effective communication and confidence to question and work with team and adviser A positive, professional communicator with a proactive, solution-focused attitude Ability to work independently while contributing to a team-based culture Additional benefits: Holidays - 25 Days + bank holidays Office closure Christmas period (in addition to annual leave) Pension Study leave provided Hybrid working Please submit a copy of your CV to Sam at Artemis Recruitment.
Oct 04, 2025
Full time
Our client is looking for a Financial Administrator to support a variety of complex advice areas including pensions, investments, trusts, protection and group schemes. This is a hybrid role with only 3 days in the office. A successful candidate will be detailed-orientated and experienced individual working closely with high-net-worth clients and dedicated Financial Planners. They will provide key support to the Financial Planning Team and ensuring the compliance procedures and standards are adhered to at all times. Key responsibilities: Taking ownership and accountability for end-to-end administration including ensuring the maintenance of correct client records Ensuring all data entry is completed accurately and within specified timelines Read client reports to understand client's circumstances and rationale of advice given Processing new business (pensions, ISAs, GIAs, bonds, SIPPs, protection policies, and group schemes) Preparing and submitting application to product providers in line with company procedures and compliance requirements Supporting Financial Planners through the full advice process, including benefit crystallisation events and pension transfers Scanning and saving documents Processing LOAs, obtain plan information & updating the client file Liaising with providers, client, advisers, providing regular updates to clients on progress of advice Dealing with client queries Maintain client confidence by keeping information confidential Preparing client annual reviews and actions following the reviews Proactively manage own workflow, keeping adviser and manager updated Maintaining and updating tasks on pipeline tracker Work with team and contribute to team effort by accomplishing team agreed objectives Qualifications and experience: Up to 2 years previous experience in financial planning administration role Good understanding of advice process Knowledge of retirement/pension and investment products Good Literacy and numeracy skills with a high degree of accuracy Excellent interpersonal and organization skills Working knowledge of Microsoft and Excel packages Knowledge of Xplan/Intelligent Office advantageous Requirements: Highly organised, competent administrator with a positive attitude and enthusiastic nature High personal standards to deliver quality support to both City Capital team and clients Evidence of previous administration skills such as organisation, prioritization and ability to work under pressure Experience in a financial planning or wealth management firm, ideally supporting high-net-worth clients Effective communication and confidence to question and work with team and adviser A positive, professional communicator with a proactive, solution-focused attitude Ability to work independently while contributing to a team-based culture Additional benefits: Holidays - 25 Days + bank holidays Office closure Christmas period (in addition to annual leave) Pension Study leave provided Hybrid working Please submit a copy of your CV to Sam at Artemis Recruitment.
Our client is looking for a Paraplanner for their London office. This is a hybrid role with only 2 days in the office. You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. They successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team. The client is at the heart of our values and therefore all communication should be bespoke to them and written in concise Plain English. The successful candidate will need to ensure the advice provides is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner. You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. You will also need to regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations. Requirements: A positive, fair, and friendly service-orientated person with a "can do" attitude who is aware of the important role played by advisers and their staff in providing financial advice. Honesty, integrity, and ability to maintain confidentiality. Hard working and responsive to the need to deliver a high-quality support service. Commercially minded and driven. Comfortable working in an environment where outputs are monitored, and targets set. Benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Our client will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers) Please send your CV to Sam at Artemis Recruitment.
Oct 04, 2025
Full time
Our client is looking for a Paraplanner for their London office. This is a hybrid role with only 2 days in the office. You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. They successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team. The client is at the heart of our values and therefore all communication should be bespoke to them and written in concise Plain English. The successful candidate will need to ensure the advice provides is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner. You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. You will also need to regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations. Requirements: A positive, fair, and friendly service-orientated person with a "can do" attitude who is aware of the important role played by advisers and their staff in providing financial advice. Honesty, integrity, and ability to maintain confidentiality. Hard working and responsive to the need to deliver a high-quality support service. Commercially minded and driven. Comfortable working in an environment where outputs are monitored, and targets set. Benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Our client will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers) Please send your CV to Sam at Artemis Recruitment.
Our client is looking for a Senior Paraplanner to work full-time in their office at Horsham or Chelmsford . Main Duties and Responsibilities: To promote and always work towards company policy of delivery of Client Best Interest outcomes. To always ensure adherence to the suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy. To always ensure adherence to the principles of data protection and to the company policies on such matters. To take responsibility for own performance and to identify personal development areas. To take responsibility for the development of paraplanners and trainee paraplanners within your team. To perform a high-level and detailed initial assessment of cases on receipt to ensure all required technical information is present, ensuring anything further is requested where needed. To instruct (to team members) preparation of personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. To be responsible for a complete audit trail from the software system to justify product selection. Prepare, check and issue letters and recommendation reports. Oversee record keeping ensuring every piece of research can be found at any stage of the process. Help ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability. Assist compliance and other colleagues in any area as directed. Assist with technical and product queries in a timely manner. Ensure a consistent and up to date approach across both Independent and Restricted channels. Prepare, check and issue ongoing service reports where clients have signed up to an ongoing service including the completion of costs and charges. Assist and support other members of your team as required. Product and Fund research using tools such as Selectapension Synaptics, Assureweb, Morningstar, FE Analytics. Responsibility for high-level cash flow planning/forecasting. Responsibility for creative and accurate financial planning strategies. Detailed investment fund analysis and research and investment switching. As required, dealing with client valuations and reviews. As required, telephone work dealing with insurance companies, IFAs and their clients. As required, general office duties that may include opening post, scanning, filing etc. Training pathways include working towards: Product and Fund research using industry research tools. Production of Periodic Assessment Suitability Reports (ongoing review support). Strategic Financial Planning. Cashflow modelling. Suitability Report. Leadership and management skills. Skills & Qualifications: Significant previous experience within the industry is essential. You must be level 4 qualified as a minimum. Excellent keyboard skills and practical experience with Word, Excel and Database applications. Comprehensive knowledge of industry research software is essential. Working and practical knowledge of industry back-office systems such as Intelligent Office CRM is required. Problem solving abilities. Time management skills. Leadership and management skills. Up to date high-level knowledge of financial services providers and products is essential. An understanding of the sales process and how advice is provided to clients within a compliance driven business. Person Specific: Effectively communicate at all levels, and in all media types. Commitment to continued development and to maintain knowledge within an ever-changing market. Ability to work on own initiative as well as working effectively as part of a team, with leadership qualities. Willingness to adopt a flexible approach to the work undertaken and maintain self-control when under pressure. Demonstrate commitment by regular attendance and efficient completion of all tasks allocated. Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations. Maintain high standards of personal accountability, adhering to a set of prescribed responsibilities under the FCA's Certification Regime. Can-do attitude with enthusiasm to carve out a career in financial services. Please submit a copy of your CV to Chloe at Artemis Recruitment.
Oct 04, 2025
Full time
Our client is looking for a Senior Paraplanner to work full-time in their office at Horsham or Chelmsford . Main Duties and Responsibilities: To promote and always work towards company policy of delivery of Client Best Interest outcomes. To always ensure adherence to the suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy. To always ensure adherence to the principles of data protection and to the company policies on such matters. To take responsibility for own performance and to identify personal development areas. To take responsibility for the development of paraplanners and trainee paraplanners within your team. To perform a high-level and detailed initial assessment of cases on receipt to ensure all required technical information is present, ensuring anything further is requested where needed. To instruct (to team members) preparation of personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. To be responsible for a complete audit trail from the software system to justify product selection. Prepare, check and issue letters and recommendation reports. Oversee record keeping ensuring every piece of research can be found at any stage of the process. Help ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability. Assist compliance and other colleagues in any area as directed. Assist with technical and product queries in a timely manner. Ensure a consistent and up to date approach across both Independent and Restricted channels. Prepare, check and issue ongoing service reports where clients have signed up to an ongoing service including the completion of costs and charges. Assist and support other members of your team as required. Product and Fund research using tools such as Selectapension Synaptics, Assureweb, Morningstar, FE Analytics. Responsibility for high-level cash flow planning/forecasting. Responsibility for creative and accurate financial planning strategies. Detailed investment fund analysis and research and investment switching. As required, dealing with client valuations and reviews. As required, telephone work dealing with insurance companies, IFAs and their clients. As required, general office duties that may include opening post, scanning, filing etc. Training pathways include working towards: Product and Fund research using industry research tools. Production of Periodic Assessment Suitability Reports (ongoing review support). Strategic Financial Planning. Cashflow modelling. Suitability Report. Leadership and management skills. Skills & Qualifications: Significant previous experience within the industry is essential. You must be level 4 qualified as a minimum. Excellent keyboard skills and practical experience with Word, Excel and Database applications. Comprehensive knowledge of industry research software is essential. Working and practical knowledge of industry back-office systems such as Intelligent Office CRM is required. Problem solving abilities. Time management skills. Leadership and management skills. Up to date high-level knowledge of financial services providers and products is essential. An understanding of the sales process and how advice is provided to clients within a compliance driven business. Person Specific: Effectively communicate at all levels, and in all media types. Commitment to continued development and to maintain knowledge within an ever-changing market. Ability to work on own initiative as well as working effectively as part of a team, with leadership qualities. Willingness to adopt a flexible approach to the work undertaken and maintain self-control when under pressure. Demonstrate commitment by regular attendance and efficient completion of all tasks allocated. Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations. Maintain high standards of personal accountability, adhering to a set of prescribed responsibilities under the FCA's Certification Regime. Can-do attitude with enthusiasm to carve out a career in financial services. Please submit a copy of your CV to Chloe at Artemis Recruitment.
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Sep 22, 2025
Full time
We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.
Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham . This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm. About the Role You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish. Key Responsibilities Provide comprehensive administrative support for Financial Advisers. Manage and maintain client records within our CRM system. Prepare annual review packs - reports via Dynamic Planner Draft post review letters Process new business applications and ongoing client transactions, including fund switches, income and withdrawals. Keep clients updated throughout the process. Skills & Experience Required Previous experience within the Financial Services industry is essential. Strong organisational skills with a methodical and accurate approach. Ability to work under pressure and manage multiple tasks efficiently. Excellent communication skills across all levels. A genuine team player with a high level of integrity. What We Offer Salary of £30,000 - £35,000 (dependent on experience). 23 days holiday (increasing annually to 25 days), plus bank holidays. Death in Service (DIS) & Income Protection. Company Pension. Discretionary bonus scheme. Parking available nearby. Please submit your CV to Chloe at Artemis Recruitment.
Sep 22, 2025
Full time
Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham . This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm. About the Role You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish. Key Responsibilities Provide comprehensive administrative support for Financial Advisers. Manage and maintain client records within our CRM system. Prepare annual review packs - reports via Dynamic Planner Draft post review letters Process new business applications and ongoing client transactions, including fund switches, income and withdrawals. Keep clients updated throughout the process. Skills & Experience Required Previous experience within the Financial Services industry is essential. Strong organisational skills with a methodical and accurate approach. Ability to work under pressure and manage multiple tasks efficiently. Excellent communication skills across all levels. A genuine team player with a high level of integrity. What We Offer Salary of £30,000 - £35,000 (dependent on experience). 23 days holiday (increasing annually to 25 days), plus bank holidays. Death in Service (DIS) & Income Protection. Company Pension. Discretionary bonus scheme. Parking available nearby. Please submit your CV to Chloe at Artemis Recruitment.
Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role , meaning you'll mainly work from home with regular time in your local office to collaborate, connect and support your team in person. Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You'll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it's information gathering, planning, or creating reports-your expertise will help ensure we continue providing outstanding client service. What You'll Be Doing Here's a snapshot of what your day-to-day might look like: Supporting consultants with technical and investment advice across all areas of wealth management Preparing, reviewing, and updating proposals, letters, and reports-always keeping the client's goals and risk profile front of mind Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions What You'll Bring Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered) Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions Solid understanding of current regulations, legislation, and compliance procedures This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required Please submit your CV to Sam at Artemis Recruitment.
Sep 22, 2025
Full time
Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role , meaning you'll mainly work from home with regular time in your local office to collaborate, connect and support your team in person. Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You'll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it's information gathering, planning, or creating reports-your expertise will help ensure we continue providing outstanding client service. What You'll Be Doing Here's a snapshot of what your day-to-day might look like: Supporting consultants with technical and investment advice across all areas of wealth management Preparing, reviewing, and updating proposals, letters, and reports-always keeping the client's goals and risk profile front of mind Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions What You'll Bring Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered) Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions Solid understanding of current regulations, legislation, and compliance procedures This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required Please submit your CV to Sam at Artemis Recruitment.
