Financial Planning Specialist

2 days ago


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

**Job Title:** Financial Planning Specialist

**Salary:** £60,000 - £80,000 per annum

We are seeking an experienced Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity for a skilled professional to take their career to the next level.

The successful candidate will be responsible for providing financial planning support to Private Client Advisors, assisting them in delivering high-quality financial planning services to new and existing clients.

The role will involve:

  • Preparing lifetime cashflow models relevant to each client's circumstances, objectives, and possible financial outcomes.
  • Communicating these models to each client in person and in writing.
  • Constructing and producing a comprehensive financial plan to address each client's lifetime objectives in the context of these cashflow models.
  • Carrying out regular reviews of clients' financial plans, circumstances, and objectives.
  • Interpreting new technical information, legislative, and regulatory changes from various sources and ensuring the team remains compliant with FCA and internal compliance procedures.

To be successful in this role, you will need:

  • 5+ years' experience within the independent financial services industry, in a paraplanning role.
  • Hold Chartered Financial Planner status with the CII.
  • Excellent knowledge of investment, life, and pensions products and current legislation.
  • A broad understanding of esoteric products, including VCT and EIS investments and structured products.
  • A comprehensive understanding of Income Tax, CGT, IHT, Trusts, and both DC and DB pension transfers.
  • Experience of lifetime cashflow modelling, ideally with Voyant as a cashflow modelling tool.

Why choose us?

At Artemis Recruitment Consultants Ltd, we offer a supportive and dynamic work environment, competitive salary, and opportunities for professional growth and development.



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