Financial Planning Associate

3 days ago


Ashford, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Title:

Financial Planning Associate

Company Overview:

We are a leading recruitment agency, Artemis Recruitment Consultants Ltd, providing top talent to the industry.

Salary:

The estimated annual salary for this role is £25,000 - £30,000, depending on experience and qualifications.

Job Description:

This Financial Planning Associate will be responsible for preparing suitability reports, drafting templates, obtaining quotations, processing new business, and maintaining compliance standards.

Required Skills and Qualifications:

This role requires a Full FPC or Certificate of Financial Planning (first paper) qualification, as well as strong communication and organizational skills.

Benefits:

This role offers a comprehensive benefits package, including CPD opportunities and training records management.



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