Senior Financial Advisor Assistant

1 month ago


Bristol, Bristol, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview

As a Paraplanner at Artemis Recruitment Consultants Ltd, you will have the opportunity to work closely with our senior financial planners to provide expert advice to clients. This role requires strong technical skills, attention to detail, and excellent communication skills.

Responsibilities
  • Assist senior financial planners in providing technical guidance and support in formulating advice to clients.
  • Review client objectives to ensure they are clear, concise, and achievable based on their financial circumstances.
  • Provide research and analysis of investment funds and financial products, taking into account client objectives.
Requirements
  • Strong analytical and problem-solving skills.
  • Ability to work effectively in a team environment.
  • Familiarity with industry software and systems.
  • Excellent communication skills, both verbally and in writing.
Salary Details

The estimated annual salary for this role is between £38,000 and £48,000, depending on experience.



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