Financial Planning Assistant

7 days ago

Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis 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 financial cashflow forecasts, and preparing financial plans. The successful candidate will have previous experience in a similar role within financial services and strong technical financial knowledge. Excellent planning and organisational skills are essential. The role requires a flexible and proactive approach to getting the job done. The Financial Planning Assistant will work closely with the team to deliver high-quality financial planning services to clients. If you have a passion for financial planning and are looking for a challenging role, please apply.

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