Financial Planning Assistant

3 weeks ago


Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to join their team. This role offers a competitive salary of £25,000 - £30,000 per annum.

About the Role

The successful candidate will assist Financial Advisers in preparing recommendations and producing suitability reports. This will involve collecting and collating information, discussing client objectives, and identifying areas for planning and sourcing solutions.

Key Responsibilities
  • Collect and collate information and data about clients in accordance with company policy.
  • Assist Financial Advisers in preparing recommendations and suitability reports.
  • Discuss client objectives and identify areas for planning and sourcing solutions.
  • Obtain information, quotes, illustrations, and product details for analysis.
  • Prepare suitability letters and reports for approval by the Financial Adviser.
Requirements
  • Understanding of the Financial Planning process.
  • Able to work within defined business processes.
  • Prioritise and plan own workload.
  • Detailed and accurate.
  • Excellent interpersonal skills, both written and verbal.


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