Financial Planning and Research Coordinator

4 days ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

We are looking for a highly skilled Financial Planning and Research Coordinator to join our team in London.

Your key responsibilities will include:

  1. Coordinating the provision of technical support to our team of wealth advisers.
  2. Researching and recommending suitable financial products and services.
  3. Preparing reports and presentations for client meetings.

To be successful in this role, you will need:

  • Prior experience in a related field, such as paraplanning or financial administration.
  • CII exam results or a recognized qualification in Financial Planning.
  • Strong IT skills, particularly in Microsoft Office.

The salary for this position is estimated at £35,000 - £45,000 per annum, depending on experience.



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