Financial Planning Specialist
1 month ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Paraplanner to join our team.
Key Responsibilities:- Support the Financial Planner in formulating advice to clients, providing technical guidance where necessary.
- Review Client Objectives to ensure they are clear, concise, and achievable in relation to their financial circumstances.
- Conduct Research and Analysis of investment funds and financial products, considering client objectives.
- Review Asset Allocation for investment and pension holdings.
- Prepare Financial Cashflow Forecasts to demonstrate clients' current and future financial positions.
- Develop Financial Plans outlining clients' current positions, goals, and strategies.
- Understand the Financial Planning Process and apply it effectively.
- Organize and Prioritize Tasks to manage projects efficiently.
- Stay Up-to-Date with Industry Developments and maintain a high level of technical knowledge.
Requirements:
- Excellent Planning and Organizational Skills
- Broad Knowledge of the Financial Services Industry
- Ability to Manage and Complete Projects
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