Investment Operations Coordinator

4 days ago


Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

We are seeking a skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will have the opportunity to work closely with financial advisors and assist them in preparing financial plans and investment strategies for clients.


Responsibilities
  • Provide support to financial advisors in developing comprehensive financial plans and investment strategies.
  • Conduct thorough research on investment products, market trends, and economic conditions to inform strategic decisions.
  • Collaborate with the team to implement investment strategies and monitor client accounts.
  • Maintain proficiency in financial planning software and tools to optimize performance.
  • Demonstrate expertise in investment products and financial markets to provide informed guidance.

Compensation

The estimated annual salary for this position is £45,000 - £65,000, based on industry standards and the company's requirements.



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