Financial Planning Assistant

1 month ago

Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanner / Assistant Financial Planner

Job Summary:

We are seeking an experienced Paraplanner / Assistant Financial Planner to join our team at Artemis Recruitment Consultants Ltd. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.

Key Responsibilities:

  • Technical report writing and cashflow forecast generation.
  • Assisting the adviser in creating and implementing a client's financial plan and helping decide on advice and strategy.
  • Conducting product research and building relationships with fund management companies and product providers.
  • Liaising with product and investment providers and processing applications for products and investments.
  • Assisting at our annual personal finance conference.
  • Updating and using back-office systems, reporting M.I. data to Managers and Directors.

Requirements:

  • Proficiency in Microsoft Office Suite, Iress, Xplan, O&M, Profiler, Cashcalc, and Voyant.
  • At least 3 RO papers passed and 2 years of report writing experience.

Benefits:

  • Company pension
  • Flexitime
  • Life insurance
  • On-site parking
  • Wellness programme
  • Work from home

If you are a motivated and experienced Paraplanner / Assistant Financial Planner looking for a new challenge, please forward your CV to us.

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