Technical Financial Advisor

3 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title:

Technical Financial Advisor

Company Overview:

Artemis Recruitment Consultants Ltd is a leading recruitment agency specialising in the placement of skilled professionals in the financial services sector.

Salary:

The estimated annual salary for this role is £100,000 - £130,000 depending on experience.

Job Description:

We are seeking a Technical Financial Advisor to join our team. The successful candidate will provide expert financial planning support to Private Client Advisors.

Key Responsibilities:
  1. Prepare and present lifetime cashflow models to clients.
  2. Develop and implement financial plans to address clients' lifetime objectives.
  3. Regularly review clients' financial plans, circumstances and objectives.
  4. Stay up-to-date with new technical information, legislative and regulatory changes.
  5. Ensure compliance with FCA and internal procedures.
Requirements:
  • 5+ years' experience within the independent financial services industry, in a paraplanning role.
  • Chartered Financial Planner status with the CII or equivalent.
  • Excellent knowledge of investment, life and pensions products and current legislation.
  • Experience with esoteric products, including VCT and EIS investments and structured products.
Benefits:

This role offers a competitive salary, excellent benefits package and opportunities for career advancement.



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