Financial Planning Associate
3 days ago
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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