Financial Planning Specialist

2 months ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Specialist to join their team. The successful candidate will have excellent analytical skills, with the ability to prepare business files and develop financial planning solutions.

The ideal candidate will have experience in client support, cash flow analysis, product research, and report writing. Proficiency in Microsoft Word and Outlook is required, with experience in CRM software an advantage.

This role offers a salary of £45,000 - £55,000 per annum, depending on experience. Benefits include training provided for telephone and computer systems, as well as opportunities for professional development.

Key Responsibilities:

  • Prepare new business files with an external Paraplanner and take full responsibility for client files and back-office IT records.
  • Help clients understand product potential and provide support on valuations, withdrawals, and other client needs.
  • Support the Practice in adhering to business processes and tracking them efficiently.
  • Fully analyse client requirements, develop cash flow models, and record client data.
  • Research and analyse financial products to meet client requirements and objectives.
  • Construct financial planning solutions, including investment, retirement, tax, and estate planning.
  • Prepare client reviews, update cash flow models, and produce supporting reports and computer models.


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