Financial Planning Assistant

1 month ago


Uxbridge, United Kingdom Artemis Recruitment Consultants Ltd Full time
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. The ideal candidate will have a strong understanding of the Financial Planning process and be able to provide technical support and guidance to Financial Planners. Key responsibilities include reviewing client objectives, researching and analyzing investment funds and financial products, and preparing financial plans. The successful candidate will have a fully Diploma qualification, at least one year of Paraplanning experience, and excellent planning and organisational skills. If you have a broad knowledge of the Financial Services Industry and a high level of technical knowledge, we encourage you to apply.

**Key Responsibilities:**

* Review client objectives and ensure they are clear, concise, and achievable
* Provide research and analysis of investment funds and financial products
* Prepare financial plans and cashflow forecasts
* Review asset allocation for investment/pension holdings

**Requirements:**

* Fully Diploma qualified
* 1 year Paraplanning experience
* Good understanding of the Financial Planning process
* Excellent planning and organisational skills
* Broad knowledge of the Financial Services Industry and high level of technical knowledge
* Ability to manage and complete projects

**What We Offer:**

* A dynamic and supportive work environment
* Opportunities for professional growth and development
* Competitive salary and benefits package

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

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