Artemis Recruitment Financial Advisor
1 day ago
We are seeking an experienced Paraplanning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for conducting research into new products, writing suitability reports, and ensuring all compliance paperwork is accurate.
Your excellent interpersonal skills and ability to multitask will enable you to build strong relationships with clients and prioritize your workload effectively. You will also work closely with our Financial Advisers to discuss client objectives and make changes to clients' investments as instructed.
Key Skills/Experience Required:
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritize and plan own workload
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritize effectively
- Good IT skills
- Good report writing skills
- Ability to work independently and in a team
Estimated Salary: £40,000 - £50,000 per annum
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