Administrative Professional

4 weeks ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Assistant to join our team. This role offers a competitive salary of £32,500 per annum.

About the Role

In this position, you will work closely with Financial Advisers to prepare recommendations and suitability reports in line with company policy. Your responsibilities will include:

  1. Collecting and collating information about clients, ensuring all necessary documentation is present and correct.
  2. Assisting in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives.
  3. Preparing suitability letters and reports for approval by the Financial Adviser.

You will also be responsible for administrative tasks such as new business processing, income matching, and providing management information.

Requirements
  • Excellent understanding of the Financial Planning process.
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.

The successful candidate will be a well-organised individual with experience within a financial planning environment.



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