Financial Planner Assistant

3 weeks ago


Tring, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Overview: Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planner Assistant to support our team of independent financial advisers in providing exceptional client service.

Job Summary: We are looking for a highly organized and detail-oriented individual to assist in preparing recommendations and producing suitability reports, as well as maintaining client records and data gathering.

Key Responsibilities:

  • Collate and maintain accurate client information and data in accordance with 'know your client' principles and company policy.
  • Support the preparation of suitability letters and reports for approval and associated documentation.
  • Assist in identifying planning areas and sourcing solutions to meet client needs.

Requirements:

  • Understanding of the Financial Planning process and ability to work independently.
  • Excellent communication and interpersonal skills.
  • Experience in maintaining accurate records and data.

Salary: £25,000 - £30,000 per annum.



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