Personal Finance Advisor

1 week ago


Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Role Overview

As a Financial Paraplanner at Artemis Recruitment Consultants Ltd, you will play a vital role in supporting financial advisors in their daily tasks. This includes assisting in the preparation of financial plans and investment strategies, conducting research on investment products and market trends, and collaborating with the team to implement investment strategies and monitor client accounts.


Key Requirements
  • Ability to assist financial advisors in developing comprehensive financial plans and investment strategies.
  • Strong research skills to stay up-to-date on investment products, market trends, and economic conditions.
  • Excellent communication and teamwork skills to collaborate effectively with the team.
  • Proficiency in financial planning software and tools to optimize performance.
  • Knowledge of investment products and financial markets to provide informed guidance.

Benefits

The estimated annual salary for this role is £50,000 - £70,000, depending on experience. Additionally, the company offers a luxurious office space, including a gym and on-site restaurant, providing a comfortable work environment.


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