Assistant Financial Adviser
2 weeks ago
We are seeking an Assistant Financial Adviser - IFA Support to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.
About the RoleThis is an exciting opportunity for someone with a passion for financial planning to develop their skills and expertise. You will be responsible for assisting Financial Advisers in preparing recommendations and producing suitability reports, as well as collecting and collating client information.
Key Responsibilities- Client Support:
- Assist Financial Advisers in preparing recommendations and producing suitability reports.
- Collate client information and ensure all required compliance documentation is present and correct.
- Skills and Qualifications:
- A solid understanding of the financial planning process.
- Excellent communication and interpersonal skills.
- Ability to work independently with minimal supervision.
- Prioritise and plan your workload effectively.
The salary for this position is estimated to be around £22,000-£26,000 per annum, depending on experience.
BenefitsWorking at Artemis Recruitment Consultants Ltd offers a range of benefits, including:
- A competitive salary package.
- Ongoing training and development opportunities.
- A supportive and dynamic team environment.
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