Financial Planner Assistant
3 weeks ago
Job Description:
Role OverviewWe are seeking an experienced Financial Planner Assistant to join our team at Artemis Recruitment Consultants Ltd.
This is an exciting opportunity for a highly organized and detail-focused individual to support 3 Financial Advisers in an office-based role.
The successful candidate will have a strong understanding of common financial planning product solutions and be able to collate regulatory documentation efficiently.
Key Responsibilities- Collating regulatory documentation to accompany advice.
- Assisting with the administration of financial planning cases.
- Maintaining accurate records and filing systems.
To be considered for this role, applicants should have:
- Experience working in a paraplanning or administration role within the financial services industry.
- A solid understanding of common financial products and their applications.
- Excellent communication and organizational skills.
The estimated salary for this position is £25,000 - £30,000 per annum, depending on experience.
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