Independent Financial Adviser Support Specialist

1 month ago


Tring, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Role: We are seeking an experienced Independent Financial Adviser Support Specialist to join our team at Artemis Recruitment Consultants Ltd.

Job Summary: This role involves providing administrative support to our team of independent financial advisers, including preparing recommendations and producing suitability reports, as well as maintaining client records and data gathering.

Key Responsibilities:

  • Support the preparation of suitability letters and reports for approval and associated documentation.
  • Collate and maintain accurate client information and data in accordance with 'know your client' principles and company policy.
  • Assist in identifying planning areas and sourcing solutions to meet client needs.

Requirements:

  • Understanding of the Financial Planning process and ability to work independently.
  • Excellent communication and interpersonal skills.
  • Experience in maintaining accurate records and data.

Salary Range: £26,000 - £31,000 per annum.



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