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Financial Planning Assistant

2 months ago

Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Junior Paraplanner - Wokingham

Artemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.

Key Responsibilities:
  1. Conduct thorough research and analysis of investment funds and financial products to provide informed recommendations to clients.
  2. Review asset allocation for investment and pension holdings to ensure optimal performance.
  3. Prepare comprehensive financial cashflow forecasts to demonstrate clients' current and future financial position.
  4. Develop and implement financial plans that outline clients' current position, goals, and strategies for achieving them.
  5. Source and obtain relevant documentation, including applications, key features documents, factsheets, and product comparison quotes.
  6. Stay up-to-date with industry developments and product knowledge through regular training and professional development.
  7. Utilize Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, to create professional reports and presentations.
  8. Collaborate with colleagues to ensure seamless delivery of services and exceptional client experience.
  9. Develop and maintain a strong understanding of the Financial Planning process and its application in the industry.

As a Junior Paraplanner, you will have the opportunity to work with a talented team of professionals and contribute to the success of Artemis Recruitment Consultants Ltd. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.