Financial Planner Specialist
1 month ago
At Artemis Recruitment Consultants Ltd, we are seeking an experienced Financial Paraplanner to join our team. This is a challenging role that requires strong analytical and communication skills. The successful candidate will work closely with the Financial Adviser and Administration team to determine client risk profiles, compile financial forecasts, and implement investment strategies.
Key Responsibilities
- Client Relationships: Assist the Financial Adviser/Planner in establishing new client relationships and assess clients' financial circumstances.
- Financial Analysis: Prepare financial statements using Financial Planning software tools and conduct research and analyse products and services appropriate to clients' financial circumstances.
- Solution Implementation: Propose and draft financial solutions that meet clients' goals, needs, and objectives, and implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
Requirements
- Qualifications: Strong educational background in finance or related field.
- Experience: Minimum 2 years of experience in financial planning or related field.
Benefits
- Salary Range: £35,000 - £50,000 per annum, depending on experience.
- Other Benefits: Opportunity to work with a reputable company, professional development opportunities, and a supportive team environment.
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