Diploma in Financial Planning Professional

1 week ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a highly skilled professional to fill the role of Diploma in Financial Planning Professional at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for reviewing and quality checking Private Client fact finds, drafting financial planning advice reports, and maintaining record keeping on back office systems.

Job Description
  • Planning & Organising
  • Resilience
  • Technical Knowledge
  • Excellent analytical and evaluation skills
  • Practical knowledge of financial planning, pensions, investments, wealth management, life assurance, tax matters and corporate financial advice
  • Excel and Word

The salary range for this position is £25k - £32k.



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