Financial Planning Assistant
22 hours ago
Artemis Recruitment Consultants Ltd is seeking a highly motivated and organized individual to join their team as a Trainee Paraplanner in Wokingham.
Key Responsibilities:
- Review and quality check Private Client fact finds to ensure accurate information for fund and product research.
- Develop holistic financial planning advice for each client using the provided information.
- Meet individual targets for productivity and quality.
- Maintain accurate record keeping on back office systems.
Requirements:
- Excellent planning and organizational skills.
- Resilience and ability to work under pressure.
- Strong technical knowledge of financial planning.
- Excellent analytical and evaluation skills.
- Practical knowledge of financial planning, pensions, investments, wealth management, life assurance, tax matters, and corporate financial advice.
- Proficiency in Excel and Word.
- Previous experience in an IFA firm is essential.
- Working towards Diploma Level 4.
Future Development:
Full Diploma in Financial Planning is required to progress to a full Paraplanner role.
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