Financial Planning Specialist

1 month ago


Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for a motivated individual to assist in the administration of financial services.

The successful candidate will be responsible for maintaining close contact between clients and colleagues, retrieving new and historic information about individual clients, and holding records of all communication with colleagues, clients, and third parties.

A key aspect of this role will be working alongside financial advisers to obtain information as part of the process of creating financial reports. The successful candidate will also assess objectives for individual clients to target the necessary solution, create and present suitability letters to financial advisers, and support additional needs on behalf of financial advisers.

This role requires strong organizational skills, attention to detail, and the ability to work effectively in a fast-paced environment. We are looking for a proactive individual who is able to adapt quickly to changing circumstances.

The estimated salary for this position is £30,000 per annum.

This is a great opportunity to develop your skills and experience in financial planning and administration.



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