Financial Planning Assistant

3 days ago

Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview

Artemis Recruitment Consultants Ltd is seeking an experienced Paraplanner to join their team. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful financial planners at the firm.

This is an excellent opportunity for a motivated individual to develop their skills and knowledge in financial planning and to work in a dynamic and expanding team.

Key Responsibilities
  • Technical report writing and cashflow forecast generation.
  • Assisting in creating and implementing client financial plans and helping decide on advice and strategy.
  • Conducting product research and building relationships with fund management companies and product providers.
  • Obtaining product key features using internal systems and software, provider intranets, and the internet.
  • Liaising with product and investment providers and processing applications for products and investments.
  • Assisting at company events and conferences.
  • 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 is required. However, candidates with at least 3 RO papers passed and 2 years of report writing experience will be considered.

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

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