Financial Planning Specialist

1 month ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Key Responsibilities:

As a Financial Planning Specialist at Artemis Recruitment Consultants Ltd, you will be responsible for delivering accurate and compliant advice within agreed timescales and cost budgets. You will provide technical resource to the adviser team, act as an effective point of liaison between adviser and support teams, and contribute to the continued improvement of the client experience and the firm's knowledge base.

Requirements:

  • Preferably qualified to Level 6 and have worked as a paraplanner at a senior level previously
  • Experience of dealing with arrangements such as family investment companies, share options and international pensions, in addition to the more typical financial planning product solutions
  • Able to demonstrate ability to work under pressure
  • Day-to-day involvement with clients
  • Capable of drafting concise and accurate correspondence

About the Role:

This role will suit a dynamic individual with a positive, commercial attitude who also has a conscientious work ethic and is keen to get broad-based experience across financial planning and investment management at a leading firm, with exposure to more detailed technical work.



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