Financial Planner Assistant

1 week ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planner Assistant to join their team. This role offers a competitive salary of £35k - £40k per annum, depending on experience.

About the Role

The ideal candidate will have a strong understanding of financial planning principles and be able to provide research and analysis of investment funds and financial products. They will also be responsible for reviewing asset allocation for any investment/pension holdings, completing financial cashflow forecasts, and preparing financial plans.

Key Responsibilities
  1. Provide research and analysis of investment funds and financial products, whilst considering client objectives.
  2. Review asset allocation for any investment/pension holdings.
  3. Complete financial cashflow forecasts, clearly demonstrating clients current and future financial position.
  4. Prepare Financial Plans, clearly outlining clients current position, where they need to be and how they will get there.

In addition to these key responsibilities, the successful candidate will also be required to obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sources, providing clear research of the advice provided. They will also be expected to successfully complete all relevant exams as agreed throughout their training plan and regularly update and maintain industry/product knowledge through webinars, seminars, and training sessions.

Requirements
  • Previous experience of working in a similar role within financial services.
  • Practical application of technical financial knowledge within career.
  • Strong data research and report writing experience within financial services.
  • Excellent Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
  • Flexible and proactive approach to getting the job done.


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