IFA Support Professional

3 weeks ago


Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are looking for an experienced IFA Support Professional to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will have a strong understanding of the Financial Planning process and be able to work within defined business processes.

Responsibilities include preparing and maintaining client records, data gathering, and application form preparation and submission. The candidate will also assist Financial Advisers in discussing client objectives, identifying necessary information, and compiling financial reports.

The ideal candidate will have prior experience in maintaining good working relationships in the delivery of financial advice services. They will also be able to assess information, make comparisons, and identify critical features.

The estimated salary for this position is £28k - £32k per annum.



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