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Paraplanning Expertise Role
1 week ago
The successful candidate will be responsible for assisting our Financial Planners in delivering high-quality advice to clients. Key responsibilities include:
- Supporting Financial Planners in developing client advice, including reviewing client objectives and conducting research on investment funds and financial products.
- Providing technical guidance and support to ensure accurate and effective advice delivery.
- Assisting with the review of asset allocation for investment/pension holdings and creating financial cash flow forecasts.
- Developing and maintaining strong relationships with clients and internal stakeholders.
What We Offer:
- A competitive estimated salary range of £35,000 - £45,000 per annum.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
About Us:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specialising in financial services placements. We pride ourselves on building strong relationships with our clients and candidates, providing exceptional service and expert advice throughout the recruitment process.