Financial Planning Assistant Specialist

1 month ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Planning Assistant Specialist

Salary: £25,000 - £35,000 per annum depending on experience

About the Role:
The successful candidate will assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.

Main Responsibilities:
  • To assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
  • Review client objectives to ensure they are clear, concise, and achievable when compared against the client's financial circumstances.
  • Provide research and analysis of investment funds and financial products, considering client objectives.
  • Review asset allocation for investment/pension holdings.
  • Complete financial cashflow forecasts, demonstrating the client's current and future position.
  • Prepare Financial Plans, outlining the client's current position, target, and path.
  • Highly developed planning, organizational skills, and project management with excellent communication skills.

Required Skills and Qualifications:
  • Excellent planning, organizational skills, and project management.
  • Broad knowledge of the Financial Services Industry, with high technical knowledge.
  • Good understanding of the Financial Planning process.
  • 1 year report writing experience.

Benefits:
  • A competitive salary package.
  • The opportunity to work in a dynamic and growing company.


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