Financial Planning Specialist

1 month ago


Oxford, Oxfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description:
As a key member of the Artemis Recruitment Consultants Ltd team, this Financial Paraplanner role involves supporting a Financial Planner in providing expert advice and technical guidance to clients. This includes reviewing client objectives for clarity, concision, and achievability, as well as researching and analyzing investment funds and financial products. Additional responsibilities include reviewing asset allocation for investment/pension holdings, completing financial cashflow forecasts, and preparing comprehensive Financial Plans outlining client goals and objectives. The ideal candidate will possess excellent planning and organizational skills, along with broad knowledge of the Financial Services Industry and technical expertise. This is an exciting opportunity for a motivated individual to work effectively with clients and contribute to the success of our team.

Key Responsibilities:
  • Support Financial Planner in formulating client advice and providing technical guidance
  • Review client objectives for clarity, concision, and achievability
  • Research and analyze investment funds and financial products
  • Review asset allocation for investment/pension holdings
  • Complete financial cashflow forecasts
  • Prepare Financial Plans outlining client goals and objectives

Salary: £45,000 - £60,000 per annum, depending on experience.

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