artemis recruitment Jobs - 17
Senior Paraplanner
Artemis Recruitment Consultants Ltd - E145AX
Employment Type : Full-Time
We have a new opportunity for a Senior Paraplanner to join our clients based in central London. They are one of the market leaders within wealth management across Europe, and in this role you will be analysing trading client portfolios and accounts to provide FCA regulated advice on areas including pension transfers, investment taxation and account structure suitability. Responsibilities: Conduct fact finding calls with clients to evaluate clien...
Paraplanner / Junior Paraplanner
Artemis Recruitment Consultants Ltd - EC2A1AF
Employment Type : Full-Time
We are looking for a Technical Consultant / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want. Responsibilities: • Provide vital paraplanning support to the team of wealth advisers • Research products, financial planning s...
Client Operations Associate
Artemis Recruitment Consultants Ltd - W1H1PN
Employment Type : Full-Time
Our client in London is looking for a Client Operations Associate to join their busy firm, based in Central London. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients. This position will offer hybrid working. Responsibilities: - Taking clients through the on-boarding process, including drafting paperwork, ensuring that all appropriate forms are fu...
Paraplanner and Risk Manager
Artemis Recruitment Consultants Ltd - EC3A3AA
Employment Type : Full-Time
We have an opportunity for a Paraplanner and Risk Manager to join a St James's Place Practice based in Central London. You will be responsible for identifying and managing risk and compliance within the Practice, along with providing strong technical paraplanning support to the team of Advisers. Our client offers very flexible hybrid working options and great benefits. Responsibilities: · Draft high-quality Suitability Reports and review letters...
Paraplanner
Artemis Recruitment Consultants Ltd - EC2M5TE
Employment Type : Full-Time
Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London. Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering. The role holder will be accountable for implementing and maintaining Wealth Planning administration services. This position will be office based in Moorgate, London. Key Responsibilities - Technical work ...
New Business Administrator (Wealth Management)
Artemis Recruitment Consultants Ltd - North London
Employment Type : Full-Time
Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new business process and assist to develop where necessary. Submitting all forms of new business. Creating New Business Event and updating once on risk / NTU’d. Ensuring that cases are progressed to...
Paraplanner
Artemis Recruitment Consultants Ltd - Worthing
Employment Type : Full-Time
Our client is looking for a talented Paraplanner to join their team based in Worthing, Sussex. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business. This will be a hybrid working position, within an IFA firm. Respons...
Advice Assistant (Wealth Management)
Artemis Recruitment Consultants Ltd - EC3V9BQ
Employment Type : Full-Time
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Central London. This dual-role position requires a strategic, proactive individual capable of providing high-level support while managing client relationships with professionalism and efficiency. You will supporting the advisers in all aspects of advice and client servicing. Our client offers a hybrid working model, working 4 days from their offic...
Mortgage Administrator
Artemis Recruitment Consultants Ltd - Horsham
Employment Type : Full-Time
We require an experienced administrator to join our clients successful mortgage and protection team based in Horsham. They are a fast paced financial services company that demands excellent customer service. The role of Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales and focusing on achieving excellent customer service at all times. We are seeking...
IFA Administrator
Artemis Recruitment Consultants Ltd - EC1M4NA
Employment Type : Full-Time
Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week. Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work with the Private Client Director to prioritise tasks Fields calls and email queries as appropriate and act on all non-technical queries Provide agendas and information requests prior to client meeti...