Financial Planning Specialist

2 weeks ago


ShorehambySea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Key Responsibilities

To support the Financial Planner in developing client advice, provide technical assistance and guidance as needed.

Ensure client objectives are clear, concise, and achievable in relation to their financial circumstances.

Conduct research and analysis of investment funds and financial products, taking into account client objectives.

Review asset allocation for investment and pension holdings.

Prepare financial cash flow forecasts, clearly illustrating the client's current and future financial position.

Develop comprehensive Financial Plans, outlining the client's current position, goals, and strategies for achieving them.



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