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    Assistant Financial Planner - Harpenden, Hertfordshire, United Kingdom - Artemis Recruitment Consultants Ltd

    Artemis Recruitment Consultants Ltd
    Artemis Recruitment Consultants Ltd Harpenden, Hertfordshire, United Kingdom

    2 weeks ago

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    Description
    This website uses cookies to ensure you get the best experience on our website. Paraplanner / Assistant Financial Planner - Harpenden - Artemis Recruitment Consultants Financial Services

    Type of Position:
    Paraplanner / Assistant Financial Planner - Harpenden
    Paraplanner / Assistant Financial Planner - Harpenden

    Our client is looking for an experience Paraplanner / Assistant Financial Planner to join their expanding team based in Harpenden.

    It will be a full time hybrid working role, with the main purpose of supporting and working alongside one of the most Senior successful Advisers at the firm, with the option of moving to a career as a financial adviser over time (if desired).

    This is a rare opportunity to work with one of the leading advisers within the firm, enhancing your knowledge and industry experience with the possibility of working towards your own client bank in the future should you wish to progress in that direction.

    The key discipline will be technical report writing and occasional cashflow forecast generation

    You will be expected to assist the adviser in the creation and implementation of a client's financial plan and help decide on the advice and strategy.

    Product research and building relationships with fund management companies and product providers
    Obtaining product key features using internal systems and software, provider intranets and the internet
    Liaising with product and investment providers. Processing applications for products and investments by post or via the internet
    Assisting at our annual personal finance conference
    Updating and using the back-office systems, reporting M.I. data to Managers and Directors
    Microsoft Office Suite, Iress, Xplan, O&M, Profiler, Cashcalc, Voyant

    Diploma qualified preferred but will consider candidates with at least 3 RO papers passed and 2 years report writing experience.

    Company pension
    Life insurance
    On-site parking
    Wellness programme
    Work from home
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