Wealth Management Coordinator
6 days ago
We're seeking a highly motivated Wealth Management Coordinator to join our team at Artemis Recruitment Consultants Ltd. As a key support function for our Financial Planners, you'll play a vital role in ensuring the success of our clients' financial goals.
Key Responsibilities
Your primary responsibilities will include:
• Assisting in the formulation of advice to clients
• Conducting research and analysis of investment funds and financial products
• Providing technical support and guidance where necessary
• Reviewing client objectives to ensure they're clear, concise, and achievable
• Preparing financial cashflow forecasts and completing financial plans
Requirements
To succeed in this role, you'll need:
• Fully Diploma qualified in a relevant field
• At least 1 year of experience as a Paraplanner
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work accurately and efficiently under pressure
What We Offer
In return for your expertise, we offer a competitive salary, comprehensive training, and opportunities for career growth and development.
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