Independent Financial Planning Assistant

3 days ago


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

We are seeking an Independent Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. In this role, you will work independently to prepare recommendations and produce suitability reports for clients. Your responsibilities will include gathering information, preparing client records, and ensuring compliance with company policy. Effective communication with clients is crucial, requiring you to convey complex information in a clear and concise manner.

You will be responsible for collecting and collating data about clients, identifying areas for planning, and sourcing solutions to meet their needs. Working closely with Financial Advisers, you will discuss client objectives, prepare financial reports, and provide analysis of product details. Administrative tasks such as new business processing, income matching, and management information may also be required.

Successful candidates will possess a strong understanding of the Financial Planning process and be able to achieve agreed outcomes without supervision. Excellent report writing skills and the ability to maintain good working relationships in a delivery-focused environment are essential. We estimate the salary for this position to be around £30,000 - £38,000 per annum.



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