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Wealth Management Executive/Paraplanner - Berkswell

Artemis Recruitment Consultants

Coventry, England, United Kingdom Full-time June 20, 2026
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Opportunity Description

Wealth Management Executive/Paraplanner - Berkswell

We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.

Responsibilities:

  • Support clients/advisers by researching and analysing clients’ requirements.

  • Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.

  • Deal effectively with queries from clients and other parties through effective communication.

  • Prepare client meeting files including any compliance required documentation.

  • Help clients better understand the full potential of products.

  • Provid...
    • Full-time Financial Specialists

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    Opportunity Details

    Location Coventry, England
    Country United Kingdom
    Type Full-time
    Category Financial Specialists
    Posted June 20, 2026
    Deadline July 30, 2026

    About Artemis Recruitment Consultants

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    Artemis Recruitment Consultants

    Coventry, United Kingdom

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