Financial Services Assistant

2 days ago


Harpenden, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Senior Financial Advisor Role - Harpenden Location

Artemis Recruitment Consultants Ltd are seeking a Senior Financial Advisor to join their expanding team based in Harpenden. This full-time hybrid working opportunity, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.

The ideal candidate will have proficiency in software such as Microsoft Office Suite, Iress, Xplan, O&M, Profiler, Cashcalc, and Voyant, or at least 3 RO papers passed and 2 years of report writing experience.

Responsibilities include:

  • Creating and implementing client financial plans
  • Assisting in advising clients on their financial strategies
  • Developing relationships with fund management companies and product providers
  • Liaising with product and investment providers to process applications

We offer company pension, flexitime, life insurance, on-site parking, wellness programme, and work from home options.



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