Back to top

Financial Services

London

07/01/2022

Type of Position: Associate
Pay: £40-55k+

Associate

Our client is looking for a talented individual to join their team, in London, as an Associate.

 

Job purpose

• To support the company in delivering a high quality, independent service to clients

• To gain an understanding of and adhere to the ethos, culture and purpose 

• To obtain comprehensive experience and training with a view to becoming a chartered financial planner and long term member of the team

Competencies

• Excellent communication skills

• Proactive approach

• Flexibility

• Drive and determination

• Attention to detail

• Ability to work under pressure and to tight timescales

• Team player and able to work under own initiative

• Planning and organisational skills

• Business and commercial awareness

• Enquiring mindset

• Good working experience and knowledge of excel spreadsheets

Specific tasks / responsibilities

Assisting financial planner 

Gathering data to support the production of reports

Drafting of client reviews o Minute taking for client and prospect meetings

Preparing for client and prospect meetings

Liaising with product providers

Giving training to others on technical matters

Completing training

Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures and following a structured learning and exam programme to attain

Chartered Financial Planner status

 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.