Technical Advisor in Financial Planning
1 month ago
Company Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.
Salary: £45,000 - £55,000 per annum, depending on experience.
Job Description: We are seeking an experienced technical advisor in financial planning to work as part of our team. The successful candidate will be responsible for preparing recommendations and producing suitability reports in line with company policy.
Key Responsibilities:
- Prepare recommendations and produce suitability reports in line with company policy.
- Work closely with financial advisers to ensure that reports are completed to a high standard.
- Maintain detailed technical knowledge of financial services in an IFA environment.
- Identify planning areas and source solutions to meet client needs, including tax calculations preparation when necessary.
- Deal with technical queries from clients and commit to continuous personal development to stay updated.
Required Skills and Qualifications: To be successful in this role, you will need to have:
- 5 years of financial services paraplanning experience.
- Level 4 Diploma in Financial Planning or equivalent.
- Detailed technical knowledge of financial services in an IFA environment.
- Ability to write two multi-pension and investment suitability reports per week or 5 simple reports per week.
- Experience in completing pre-report file assessments, TVC experience, and producing various financial reports.
Benefits: In addition to a competitive salary, we offer a range of benefits, including professional development opportunities and a supportive work environment.
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