Financial Planner

5 days ago

Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

At Artemis Recruitment Consultants Ltd, we are looking for a highly skilled Financial Planner to join our team in Weybridge. This is a fantastic opportunity for an experienced professional to manage wealth for private clients, families, and institutions.

Salary: £30k - £45k

The ideal candidate will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products. Key responsibilities include:

  1. Collating client information and preparing suitability letters for complex cases
  2. Preparing illustrations and reports for client meetings
  3. Managing cases to completion and working with internal systems
  4. Ensuring compliance and timely processing of business obtained
  5. Liaising with colleagues and third parties on a daily basis

You will be given comprehensive training on our IT systems.

We offer a highly personal service and provide advice across Private Client Investment Tax and Retirement Planning.

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