Financial Planning Specialist

4 days ago

Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Role:

Artemis Recruitment Consultants Ltd is seeking a highly skilled and motivated individual to join our team as a Financial Paraplanner. This is an exciting opportunity for a professional to work in a dynamic and supportive environment, assisting financial advisors in preparing financial plans and investment strategies for clients.

Key Responsibilities:

  1. Assist financial advisors in preparing comprehensive financial plans and investment strategies for clients, ensuring that all recommendations are tailored to meet their individual needs and goals.
  2. Conduct thorough research on investment products, market trends, and economic conditions to provide informed advice and guidance to clients.
  3. Assist with the implementation of investment strategies and the monitoring of client accounts, ensuring that all transactions are accurately recorded and reported.
  4. Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring that their needs are met in a timely and professional manner.
  5. Stay up-to-date with industry developments and best practices, ensuring that all advice and guidance provided to clients is current and relevant.

Requirements:

  • Proficient in financial planning software and tools, with the ability to learn new systems quickly.
  • Knowledge of investment products and financial markets, with a strong understanding of the principles of financial planning.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.

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