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Financial Planning Assistant

2 months ago

Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. This role offers a unique opportunity to work with a prestigious client, providing support to financial advisors in preparing comprehensive financial plans and investment strategies for clients. The ideal candidate will possess excellent research skills, proficiency in financial planning software, and a strong understanding of investment products and financial markets. Key responsibilities include assisting with the implementation of investment strategies, monitoring client accounts, and conducting research on market trends and economic conditions. If you are a detail-oriented and organized individual with a passion for finance, this could be the perfect opportunity for you. Apply now to take the first step in your career as a Financial Paraplanner.