Technical Planning Consultant

6 days ago


Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

This is an exciting opportunity for a talented Technical Planning Consultant to work with us in Farnham. As part of our team, you will assist Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.

Key Responsibilities
  • Assist Financial Planners in formulating advice to clients.
  • Review client objectives and ensure they are clear, concise, and achievable.
  • Provide research and analysis of investment funds and financial products.


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