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Financial Planning Assistant

2 months ago


Bromsgrove, Worcestershire, United Kingdom Recruit UK Full time

Job Title: Financial Planning Assistant

Industry: Financial Services

Location: Remote/Hybrid

Salary: £30,000 - £40,000

Job Description:

Recruit UK is working with a leading financial services firm to find a skilled Financial Planning Assistant to join their team. As a Financial Planning Assistant, you will play a crucial role in supporting the financial planning process, working closely with experienced planners to deliver high-quality advice to clients.

The ideal candidate will have a strong understanding of financial products and services, excellent communication skills, and the ability to build strong relationships with clients. You will be responsible for building cash flow models, preparing recommendations and suitability reports, and undertaking research to identify suitable solutions for clients.

Key Responsibilities:

  • Build cash flow models to support financial planning recommendations
  • Prepare recommendations and suitability reports for clients
  • Undertake research to identify suitable solutions for clients
  • Establish and build strong relationships with clients

What We Offer:

  • Salary negotiable dependent on skills and experience up to £40,000
  • Discretionary bonus scheme
  • The company will match pension contributions up to the rate of 5%
  • Generous sick pay
  • Predominantly work from home
  • Group death in service
  • Group Income Protection
  • Assistance with future examinations
  • 28 days annual leave (FTE)
  • Online discounts portal

Requirements:

  • Level 4 Diploma or equivalent (desirable)
  • Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection
  • Experience using client cash-flow modelling software is preferable
  • Strong suitability report writing skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a leading financial services firm on a Financial Planning Assistant role.

Our Commitment to You:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.