Senior Financial Planner Support Specialist

6 days ago


Chelmsford, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Senior Financial Planner Support Specialist

Company Overview:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are seeking an experienced Senior Financial Planner Support Specialist to join our team.

Job Description:
We are looking for a highly skilled individual to provide support to our Financial Planners by creating and compiling quality financial planning reports. The successful candidate will conduct research on financial strategies, plans, and products, supporting the firm's goal of delivering exceptional client service.

Responsibilities:
  • Support Financial Planners in research and analysis to meet client needs and objectives.
  • Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business, or ad hoc advice reports.
  • Manage the presentation of technical data to Financial Planners.
  • Attend client meetings with Financial Planners as required, presenting cashflow to clients.

Requirements:
To be successful in this role, you will need:
  • A good understanding of the Financial Planning process.
  • Excellent planning and organisational skills.
  • Broad knowledge of the Financial Services Industry and high level of technical knowledge.
  • Ability to manage and complete projects.

Estimated Salary: £45,000 - £55,000 per annum (dependent on experience).

Benefits:
Competitive salary and benefits package.

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