Advisory Assistant

1 week ago

Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd seeks an experienced Advisory Assistant - Financial Planning to support the delivery of financial advice services in Dorking. This role offers a competitive salary range of £25,000-£35,000 per annum.

Job Overview

The successful candidate will assist Financial Advisers in preparing recommendations and suitability reports, maintaining client records, and gathering data. Strong communication skills are essential for recording client communications and ensuring all documentation is accurate.

  • The ideal candidate will identify planning areas, source solutions, and prepare tax calculations as needed.
  • They will obtain quotes, product details, and comparisons for analysis.
  • The role involves preparing suitability letters and reports for approval by Financial Advisers.
Key Skills:
  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Ability to work independently and in a team

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