Trainee Financial Advisor

6 days ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
About Artemis Recruitment Consultants Ltd

We are a leading recruitment agency specializing in the financial services sector. Our team is dedicated to providing exceptional service to our clients and candidates alike. We are committed to finding the right fit for every role, ensuring that our clients succeed in their search for top talent.

Job Description:
Junior Paraplanner is a key position within our organization, responsible for supporting our financial advisors in the preparation of financial plans and reports. The successful candidate will have a strong understanding of financial markets and products, as well as excellent communication and analytical skills.

Key Responsibilities:
* Assist senior paraplanners in the preparation of financial plans and reports
* Conduct research on investment funds and financial products
* Analyze and review asset allocation strategies
* Develop financial cashflow forecasts and prepare financial plans for clients
* Obtain and process client applications
* Maintain industry knowledge through relevant exams and product training

Requirements:
* Strong research and analytical skills
* Proficiency in Microsoft Office products, particularly Excel
* Experience with data research and report writing
* Knowledge of the Financial Planning process
* Excellent planning and organizational skills

Salary: £35,000 - £45,000 per annum.

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