Financial Planning Assistant

6 days ago


Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to join their team in Harpenden.

Job Overview

This 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.
Requirements

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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