Financial Planning Assistant

3 days ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

We are seeking a skilled Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the financial services industry.

About the Role

The successful candidate will be responsible for providing research and analysis of investment funds and financial products, whilst considering the client objectives. They will also review asset allocation for any investment/pension holdings, complete financial cashflow forecasts, and prepare Financial Plans.

This role requires strong technical financial knowledge, practical application, and previous experience of working in a similar role within financial services. The ideal candidate will have excellent planning and organisational skills, with a flexible and proactive approach to getting the job done.

Key Responsibilities:
  • Provide research and analysis of investment funds and financial products
  • Review asset allocation for any investment/pension holdings
  • Complete financial cashflow forecasts
  • Prepare Financial Plans
Requirements:
  • Strong technical financial knowledge
  • Practical application of financial knowledge
  • Previous experience in a similar role within financial services
  • Excellent planning and organisational skills

This is an excellent opportunity for a Trainee Paraplanner to develop their skills and knowledge in the financial services industry. If you are a motivated and ambitious individual looking to start your career in this field, we encourage you to apply.



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