Client Services Associate

3 days ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

At Artemis Recruitment Consultants Ltd, we are looking for a Client Services Associate to support our Financial Advisers in preparing and maintaining client files, making recommendations, and reviewing client financial strategy.

Job Description:
  • The successful candidate will be responsible for identifying and obtaining information necessary for financial cash flow forecast
  • Will highlight areas for planning and undertake research independently and with the Financial Adviser
  • Will prepare information/comparisons for analysis and liaise with client's legal and tax advisers (if applicable)
  • Will consider current and future asset allocation for investment strategy
  • Will prepare draft recommendation reports and suitability letters

Estimated salary: £38,000 - £48,000 per annum.



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