Financial Services Assistant

5 days ago


Brixworth, United Kingdom Utility People Full time

**Financial Services Assistant / Trainee Para Planner**

This is an exciting opportunity for a motivated, confident individual with excellent attention to detail and a desire to build a long-term career in financial services. **Ideally you will have previous experience or knowledge in financial services, but this is not essential**, as full training will be given. Your personal **drive and enthusiasm** is our main consideration, and there is ample scope to develop the role based on your skills and aspirations.

**About David Mason Financial Planning**

We are a family run company that values our team; their ideas and experiences. If you are looking for an opportunity to make an impact rather than take just another job then this will be the place for you. You will be a key member of a friendly team whosevalues and culture are all about providing a first class and professional service for our clients.

Key Responsibilities
- Providing pre-and post-client meeting support.
- Preparation of valuation reports and documentation in readiness for client meetings.
- Processing new business for the Financial Planners through to completion, liaising with clients, providers, third parties and colleagues.
- Obtain illustrations and related documentation for financial planning reports.
- Maintaining and updating records and databases with client financial and other data.
- Hybrid working available once you have completed probationary period and relevant training.

Our offices are easily accessible based in a rural position in Brixworth, Northamptonshire with free on-site parking.

Job type - full time/permanent.

Salary £18,000-£23,000.



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