Financial Planning Specialist

3 weeks ago


Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

This is an exciting opportunity for a Financial Planning Specialist to join Artemis Recruitment Consultants Ltd in Weybridge. As a key member of our team, you will work closely with clients to provide tailored financial solutions.

Your main responsibilities will include preparing technical case files, preparing suitability letters, and working with internal processing systems. You will also be responsible for managing cases to completion and ensuring compliance.

What We Offer:

  • A competitive salary range of £45k - £60k per annum
  • Ongoing training and professional development opportunities
  • A dynamic and supportive work environment


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