Wealth Management Advisor

3 days ago


Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a talented Wealth Management Advisor to join our team at Artemis Recruitment Consultants Ltd. In this role, you will work closely with Private Client Advisors to deliver financial planning solutions to clients.

Salary: £65,000 - £85,000 per annum.

You will be responsible for constructing and producing financial plans, communicating cashflow models to clients, and ensuring compliance with regulatory requirements. Your expertise in financial planning and wealth management will enable you to provide valuable insights to clients.

Requirements:

  1. 5+ years' experience in a paraplanning or wealth management role.
  2. Chartered Financial Planner status with the CII.
  3. Excellent knowledge of investment, life, and pensions products.
  4. Comprehensive understanding of income tax, CGT, IHT, trusts, and pension transfers.
  5. Lifetime cashflow modelling experience, preferably with Voyant.


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