Financial Planning Assistant
6 days ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to join their team in Harpenden.
Job OverviewThis full-time hybrid role involves supporting and collaborating with senior financial advisors to create and implement client financial plans. Key responsibilities include:
- Producing technical reports and cash flow forecasts.
- Assisting in decision-making and strategy implementation for clients.
- Conducting product research and building relationships with fund management companies.
- Obtaining key features of products and processing applications.
- Supporting at annual personal finance conferences.
- Updating and utilizing back-office systems to report data to managers.
The ideal candidate should have proficiency in Microsoft Office Suite, Iress, Xplan, and other relevant software. Additionally, they should possess at least 3 RO papers passed and 2 years of experience in report writing.
Benefits- Company pension
- Flexitime
- Life insurance
- On-site parking
- Wellness programme
- Work from home
The estimated salary for this position is £35k - £50k per annum.
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