Financial Planning Analyst

24 hours ago


Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

This is a Financial Paraplanner position that can be either full or part-time, offering very flexible working arrangements. The company has a luxurious office space with a gym and on-site restaurant.

Job Description

We are seeking a skilled individual to assist financial advisors in preparing comprehensive financial plans and investment strategies for clients.

  1. Conduct research on various investment products and market trends to provide valuable insights to our clients.
  2. Assist in the implementation of investment strategies and closely monitor client accounts to ensure optimal results.
  3. Demonstrate proficiency in financial planning software and tools to effectively manage client data.
  4. Showcase expertise in knowledge of investment products and financial markets to provide confident guidance to clients.

The estimated salary for this position is around $80,000 - $100,000 per annum, depending on experience and qualifications.


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