Senior Financial Planning Associate

1 month ago


Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Paraplanner Job Description

We are seeking a skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in supporting our financial advisors in preparing financial plans and investment strategies for clients.

Key Responsibilities:
  1. Assist financial advisors in preparing financial plans and investment strategies for clients.
  2. Conduct research on investment products, market trends, and economic conditions.
  3. Assist with the implementation of investment strategies and the monitoring of client accounts.
  4. Proficient in financial planning software and tools.
  5. Knowledge of investment products and financial markets.


Requirements:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Proficient in financial planning software and tools.
  • Knowledge of investment products and financial markets.


About Us:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in the financial services industry. We are committed to providing our clients with the best talent to drive their business forward.

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