Senior Financial Planning Assistant
1 month ago
The role of Senior Financial Planning Assistant at Artemis Recruitment Consultants Ltd is to provide high-level support to Financial Planners in research and analysis to meet client needs and objectives. The successful candidate will be responsible for preparing quality financial planning reports, suitability reports/letters, and client financial plans.
Key Responsibilities- Support Financial Planners in researching and analysing client data to identify key areas of improvement.
- Prepare and present financial planning reports, suitability reports/letters, and client financial plans to clients and internal stakeholders.
- Maintain accurate records and databases, ensuring compliance with regulatory requirements.
- Attend client meetings, presenting cash flow as required, and maintain performance standards.
- Promote the company's profile within the profession and wider communities.
- Diploma qualification in a related field.
- Strong understanding of the Financial Planning process and industry trends.
- Excellent planning and organisational skills, with the ability to manage multiple projects simultaneously.
- Broad knowledge of the Financial Services Industry and a high level of technical knowledge.
Salary: £40,000 - £55,000 per annum depending on experience.
Location: Remote working options available. Opportunities for career growth and professional development within a dynamic team.
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Financial Planning Assistant
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are looking for a highly skilled and experienced Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. As an integral part of our financial services department, you will be responsible for providing high-level administrative support to our financial planners.About the RoleThis is an exciting opportunity for a...
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Senior Financial Planning Specialist
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Senior Financial Planning Manager
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Financial Planning Director
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Senior Financial Planning Director
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Financial Planning Director
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Financial Planning Assistant Professional
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Financial Planning Specialist
1 week ago
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Senior Financial Services Coordinator
3 weeks ago
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