Paraplanning Expert
1 day ago
A leading recruitment agency in Farnham, Artemis Recruitment Consultants Ltd, is currently seeking a skilled Paraplanning Expert to join their team. As a key member of our team, you will be responsible for formulating advice to clients, providing technical support, and conducting research on investment funds and financial products.
Key Responsibilities- To assist our Financial Planner in developing client recommendations, offering expert guidance, and reviewing client objectives.
- To conduct thorough research and analysis on various financial products and investment options, ensuring they align with client goals.
- To prepare detailed financial plans, outlining a clear path for clients to achieve their financial objectives.
We offer a competitive salary package of £35k - £45k per annum, reflecting the industry standard for this role. If you are a motivated individual with a passion for financial planning, we encourage you to apply.
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Financial Planning and Investment Expert
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeCompany OverviewProfiles Personnel is a reputable Financial Planning and Investment firm that has built a strong reputation for prioritizing client needs. The company is committed to being a supportive and collaborative team environment.SalaryThe estimated salary for this role is around £27,500 - £32,000 per annum, depending on experience, plus benefits...