Technical Support Professional

3 days ago


Birmingham, Birmingham, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full time
Key Responsibilities
  • To assist the Financial Planner in formulating advice to clients, providing technical support and guidance as needed.
  • Review client objectives to ensure they are clear, concise, and achievable based on their financial circumstances.
  • Provide research and analysis of investment funds and financial products while considering client objectives.

In this role, you will also be responsible for reviewing asset allocation for investment/pension holdings, completing financial cashflow forecasts, and preparing financial plans that clearly outline clients' current positions, goals, and paths forward.



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