Investment Fund Expert

2 weeks ago


Oxford, Oxfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Description

  • Assisting the Financial Planner: Provide technical support and guidance to clients in formulating advice that meets their financial objectives.
  • Reviewing Client Objectives: Ensure client objectives are clear, concise, and achievable based on their financial circumstances.
  • Investment Research: Conduct thorough research and analysis of investment funds and financial products to align with client objectives.
  • Asset Allocation Review: Evaluate asset allocation for existing investment/pension holdings.
  • Financial Planning: Develop comprehensive financial plans that outline clients' current and future financial positions.


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