Financial Services Professional

2 days ago


Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a highly experienced Financial Services Professional - Client Support to join our team. This is an excellent opportunity for a motivated individual to support our Financial Planners in creating and compiling quality financial planning reports.

Main Responsibilities:
  • Support the Financial Planners in research and analysis to meet client needs and objectives.
  • Prepare client financial plans and suitability reports/letters for Financial Planners – including annual review, new business, or ad hoc advice reports.
  • Manage the presentation of technical data to the Financial Planners.
  • Attend client meetings with Financial Planners as required, present cashflow to clients as required.

A competitive salary of £38,000 - £42,000 per annum is available for this role, along with opportunities for career development and professional growth.



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