Financial Planning Assistant

2 days ago


Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Role: We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the field of financial planning.

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Key Responsibilities:

  • Conduct research and analysis of investment funds and financial products to provide informed advice to clients.
  • Review asset allocation for investment/pension holdings and make recommendations for improvement.
  • Prepare detailed financial plans, including cashflow forecasts and product comparisons, to help clients achieve their financial goals.
  • Stay up-to-date with industry developments and advancements in financial technology.
  • Demonstrate a strong understanding of Microsoft Office products, including Word, Excel, Outlook, and PowerPoint.
  • Develop and maintain excellent communication and interpersonal skills, working effectively with clients and colleagues.
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Requirements:

  • A minimum of 1-2 years' experience in a similar role within the financial services industry.
  • Strong technical knowledge of financial planning principles and practices.
  • Excellent analytical and problem-solving skills, with the ability to think critically and creatively.
  • Familiarity with relevant software applications, including financial planning tools and systems.
  • Possession of or willingness to obtain relevant professional certifications, such as CFP or RFP.
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What We Offer:

  • A competitive salary of £30,000 - £40,000 per annum, based on experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A collaborative and dynamic work environment, with a team of experienced professionals.
  • The chance to work with a range of clients, each with their unique financial goals and challenges.


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