Professional Financial Assistant

1 week ago


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

As a Paraplanner / Assistant Financial Planner, you will:

  • Support and work alongside a senior adviser in creating and implementing a client's financial plan.
  • Conduct product research and build relationships with fund management companies.
  • Liaise with product and investment providers and process applications for products and investments.
  • Update and use back-office systems, reporting M.I. data to Managers and Directors.

This is a full-time role with opportunities for professional development and growth within the company.



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