Financial Planning Specialist

1 day ago


Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Summary

This is a full or part-time position that offers flexible working arrangements. The ideal candidate should be able to drive as the office location requires it. With a luxurious office space, including a gym and on-site restaurant, this role presents an excellent opportunity for those seeking a comfortable work environment.


Key Responsibilities
  • Assist financial advisors in preparing financial plans and investment strategies for clients.
  • Conduct research on investment products, market trends, and economic conditions.
  • Assist with the implementation of investment strategies and the monitoring of client accounts.
  • Proficient in financial planning software and tools.
  • Knowledge of investment products and financial markets.

Salary

The estimated salary for this role is around £40,000 - £60,000 per annum, depending on experience.



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