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Junior Financial Planner Assistant

2 months ago

West Malling, Kent, United Kingdom Burgh Recruitment Limited Full time

Job Summary:

We are seeking a highly motivated and organized Junior Financial Planner Assistant to join our team at Burgh Recruitment Limited. As a Junior Financial Planner Assistant, you will play a key role in supporting our financial planning team in delivering exceptional client service.

Key Responsibilities:

  • Assist in the preparation of financial plans and reports for clients
  • Provide administrative support to the financial planning team
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Relevant qualifications or experience in financial planning or a related field
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong analytical and problem-solving skills

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment