Senior Financial Planning Assistant
15 hours ago
Artemis Recruitment Consultants Ltd specializes in connecting talented individuals with leading companies in the financial sector.
Salary:
£52,000 - £70,000 per year, based on performance and qualifications.
Job Description:
We are seeking an exceptional Senior Financial Planning Assistant to join our team. In this role, you will provide critical support to our Financial Planners, helping them formulate tailored advice for clients. Your key responsibilities will include reviewing client objectives to ensure they align with their financial situation, conducting research and analysis on investment funds and products, and preparing comprehensive financial plans. Your expertise will be essential in managing and completing projects efficiently.
Required Skills and Qualifications:
To excel in this position, you should possess a deep understanding of the Financial Planning process, strong analytical skills, and excellent communication abilities. A broad knowledge of the Financial Services Industry and the ability to manage multiple projects simultaneously are also essential.
Benefits:
At Artemis Recruitment Consultants Ltd, we value our employees' contributions and offer a collaborative work environment, opportunities for career advancement, and a rewarding compensation package.
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