Financial Planning Assistant

6 days ago


Altrincham, Trafford, United Kingdom Eventus Legal Full time
About the Role

We are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our team at Eventus Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our senior financial planners in preparing financial reports, conducting research, and providing recommendations to clients.

Key Responsibilities
  • Assist in the preparation of detailed financial plans and reports, ensuring accuracy and attention to detail.
  • Conduct research on financial products, investment strategies, and market conditions to provide informed recommendations to clients.
  • Analyze client portfolios and provide recommendations based on findings, ensuring alignment with client goals and objectives.
  • Maintain accurate and up-to-date client records and financial data, ensuring compliance with regulatory requirements and company policies.
  • Provide administrative support to the financial planning team as needed, ensuring seamless day-to-day operations.
Requirements
  • 1 year's experience in a paraplanning or financial services role, with a strong understanding of financial planning principles and practices.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and able to learn new software systems quickly.
  • Strong written and verbal communication skills, with the ability to communicate complex financial information to clients and colleagues.
  • Ability to work independently and as part of a team, with a strong attention to detail and ability to meet deadlines.
  • Desire to pursue a career in financial planning and attain relevant certifications, with a willingness to learn and grow with our company.
Benefits and Rewards
  • Competitive salary range of £30,000.00-£35,000.00 per year.
  • 24 days holiday (plus bank holidays) and a team bonus scheme.
  • Excellent company pension and income protection scheme.
  • Group life cover (death in service) - 4x salary.
  • Study support and opportunities for professional development and growth.


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