Financial Planning Assistant
4 days ago
Artemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.
Key Responsibilities:- Conduct thorough research and analysis of investment funds and financial products to ensure alignment with client objectives.
- Review and optimize asset allocation for investment and pension holdings.
- Develop and maintain accurate financial cashflow forecasts to demonstrate clients' current and future financial position.
- Prepare comprehensive financial plans, outlining clients' current situation, goals, and strategies for achieving them.
- Source and obtain relevant documentation, including applications, key features documents, and product comparison quotes.
- Stay up-to-date with industry developments and product knowledge through regular training and professional development.
- Prioritize and manage multiple tasks and projects to meet deadlines and deliver high-quality results.
- Collaborate with colleagues to ensure seamless client service and support.
Requirements:
- Previous experience in a similar role within financial services.
- Strong technical financial knowledge and analytical skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- Proficiency in Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
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Financial Planning Assistant
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Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team. The ideal candidate will have a strong understanding of financial planning principles and be able to provide research and analysis of investment funds and financial products. Key responsibilities include reviewing asset allocation, completing...
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