Client Advice Formulator

3 weeks ago


Oxford, Oxfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role:
Artemis Recruitment Consultants Ltd is looking for a detail-oriented Financial Paraplanner to join our team. As a key member of our financial advisory team, you will be responsible for supporting our Financial Planners in providing expert advice and guidance to clients. This includes reviewing client objectives, researching investment opportunities, and preparing comprehensive Financial Plans. If you have a strong background in finance, excellent analytical skills, and a passion for delivering exceptional results, we invite you to apply.

Key Responsibilities:
  • Support Financial Planner in developing client strategies and recommendations
  • Conduct thorough analysis of client objectives and financial data
  • Prepare detailed reports and presentations
  • Collaborate with Financial Planners to develop comprehensive Financial Plans

Estimated Salary: £58,000 - £80,000 per annum, based on industry standards and your level of experience.

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