Investment Fund Researcher and Analyst

1 week ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description
We are seeking an exceptional Junior Paraplanner to join our esteemed team of experts who foster strategic partnerships within the financial industry. The ideal candidate will possess strong technical knowledge, coupled with excellent planning and organizational skills. If you have 1 year report writing experience, we encourage you to apply

Key Responsibilities:
  • To assist the Financial Planner in formulating advice to the client, providing technical support and guidance where appropriate.
  • Review client objectives to ensure they are clear, concise, and achievable when compared against the client's financial circumstances.
  • Provide research and analysis of investment funds and financial products, while considering client objectives.
  • Review asset allocation for any investment/pension holdings.
  • Complete financial cashflow forecasts, clearly demonstrating the client's current and future financial position.
  • Prepare Financial Plans, clearly outlining the client's current position, where they need to be, and how they will get there.


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