Financial Planning Assistant

2 weeks ago

Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their expanding team. The ideal candidate will have experience in technical report writing and cashflow forecast generation, as well as proficiency in Microsoft Office Suite and Iress.

The successful candidate will assist senior advisers in creating and implementing client financial plans, conduct product research, and build relationships with fund management companies. They will also be responsible for updating back-office systems and reporting data to managers and directors.

The role offers a competitive salary, company pension, flexitime, and a wellness programme. If you have a strong background in financial planning and excellent communication skills, please apply.

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