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Investment Planning Coordinator

1 month ago

Chelmsford, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

This exciting opportunity will see you working as a Trainee Paraplanner in Chelmsford, where you will be responsible for researching and analyzing investment funds and financial products to meet client objectives.

Key responsibilities include reviewing asset allocation for investment and pension holdings, creating financial cashflow forecasts, preparing financial plans, obtaining applications and product information, and maintaining industry knowledge.

The ideal candidate will have experience in similar roles within financial services, practical application of technical knowledge, and data research skills.