Assistant Financial Advisor

7 days ago


Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a skilled Assistant Financial Advisor to join our team based in Harpenden.

About the Company

Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We provide high-quality recruitment solutions to businesses across the UK.

Job Description

This is a full-time hybrid working role that involves supporting and working alongside one of our most senior financial advisers. The successful candidate will have the opportunity to transition into a financial advisor role over time.

Key Responsibilities

Some of the key responsibilities of this role include:

  • Producing technical reports and cash flow forecasts.
  • Assisting in decision-making and strategy implementation for clients.
  • Conducting product research and building relationships with fund management companies.
  • Obtaining product key features using internal systems and software.
  • Liaising with product and investment providers.
Requirements

The ideal candidate should have a strong understanding of financial planning concepts and be proficient in Microsoft Office Suite, Iress, and other relevant software. They should also have at least 3 RO papers passed and 2 years of experience in report writing.

Benefits
  • Company pension
  • Flexitime
  • Life insurance
  • On-site parking
  • Wellness programme
  • Work from home

The estimated salary for this position is £45k - £65k per annum.



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