Investment Support Advisor

2 weeks ago


Uxbridge, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Summary

Artemis Recruitment Consultants Ltd is seeking an ambitious and results-driven Financial Paraplanner to join our team. As a key player in our Financial Planning department, you will work closely with experienced Financial Planners to deliver high-quality advice and guidance to clients.

Main Responsibilities

  • Support Financial Planners in developing and implementing client plans.
  • Conduct research and analysis of investment products and financial markets.
  • Prepare comprehensive financial plans and cashflow forecasts for clients.
  • Build strong relationships with clients and stakeholders to understand their needs and preferences.
  • Maintain accurate records and reports to track project progress and client outcomes.

Requirements

  • Diploma qualification in a relevant field, such as finance or accountancy.
  • Minimum one year of experience as a Paraplanner or similar role.
  • Excellent analytical and problem-solving skills.
  • Strong technical knowledge of financial services and regulations.
  • Ability to work effectively in a fast-paced environment.

Salary and Benefits

  • A competitive salary range of £35,000 - £45,000 per annum, depending on experience.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.


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