Senior Financial Researcher
2 weeks ago
Overview
">As a key member of our team at Artemis Recruitment Consultants Ltd, you will play a vital role in supporting our Financial Planners in their daily activities. This includes providing research and analysis assistance, preparing client financial plans, and managing technical data presentation.
">About the Job
">You will be working closely with our Financial Planners to ensure that client needs are met and objectives are achieved. Your responsibilities will include:
">- ">
- Supporting Financial Planners in research and analysis">
- Preparing client financial plans and suitability reports/letters">
- Managing technical data presentation to Financial Planners">
- Attending client meetings and presenting cashflow information">
- Maintaining performance standards">
- Promoting business profile within the profession and communities">
- Completing Continuous Professional Development">
- Developing strong relationships with clients and colleagues">
Requirements and Qualifications
">To excel in this role, you will require excellent planning and organizational skills, a broad knowledge of the financial services industry, and the ability to manage and complete projects. Additionally, you must be committed to Continuous Professional Development and possess strong communication skills.
">What We Offer
">We provide a competitive salary of £35,000 - £45,000 per annum, dependent on experience, as well as opportunities for career growth and professional development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply.
">Salary: £35,000 - £45,000 per annum (dependent on experience)
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