Financial Planning Professional
3 weeks ago
We are Artemis Recruitment Consultants Ltd, a professional services firm dedicated to providing top-notch recruitment solutions. Our team is comprised of experienced professionals who possess in-depth knowledge of the financial planning industry.
Job Description
We are seeking a highly skilled Financial Planning Professional to join our team in Farnborough. The ideal candidate will have prior experience in sales support and be working towards or hold a Full Diploma in Financial Planning. Key responsibilities include reviewing and quality checking Private Client fact finds, drafting financial planning advice reports, and maintaining record keeping on back office systems.
Salary Range
The salary for this position ranges from £25,000 to £32,000 per annum, depending on experience and qualifications.
Required Skills and Qualifications
The successful candidate must possess excellent analytical and evaluation skills, practical knowledge of financial planning, pensions, investments, wealth management, life assurance, tax matters, and corporate financial advice. Additionally, proficiency in Excel and Word is essential. A minimum of 2 years' experience in sales support is required, with a Full Diploma in Financial Planning necessary to progress to a full Paraplanner role.
Benefits
As a member of our team, you will have the opportunity to complete the diploma and become a fully competent Paraplanner. You will also be part of a dynamic and supportive environment that encourages growth and development.
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