Financial Planning Assistant
1 day ago
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services.
SalaryThe estimated salary for this position is £25,000 - £35,000 per annum.
Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Paraplanner / Trainee. The successful candidate will assist in the preparation of suitability reports, draft templates for approval, obtain relevant quotations from providers, process new business, obtain policy information, demonstrate principles of Treating Customers Fairly in all customer dealings, communicate easily understandable recommendations to customers in all cases, and comply with FCA rules and business procedures.
Required Skills and QualificationsTo be considered for this role, you must possess a Full FPC or Certificate of Financial Planning (first paper required for Trainee status) and have excellent communication and organizational skills.
BenefitsThis is an excellent opportunity to develop your career in financial services, with opportunities for professional growth and development. You will also receive competitive compensation and benefits.
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