Risk Management Advisor
7 days ago
Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Paraplanner to join our team. As a key member of our team, you will be responsible for assisting the Financial Adviser and Administration team to determine client risk profiles, compile financial forecasts, and implement investment strategies.
Key Responsibilities
- Client Engagement: Work closely with the Financial Adviser and Administration team to establish new client relationships and assess clients' financial circumstances.
- Financial Planning: Prepare financial statements using Financial Planning software tools and conduct research and analyse products and services appropriate to clients' financial circumstances.
- Strategy 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
- Estimated Salary: £42,500 per annum.
- Working Environment: Our office is located in a modern building with excellent amenities and transport links.
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