Financial Planning Assistant

1 week ago


Altrincham, Trafford, United Kingdom The Eventus Recruitment Group Full time
About the Role

The Eventus Recruitment Group is seeking a highly skilled Junior Financial Planner Assistant to join our team. As a Junior Financial Planner Assistant, you will play a crucial role in supporting our financial planning team in delivering exceptional client service and advice.

Key Responsibilities
  • Assist senior financial planners in preparing detailed financial plans and reports.
  • Conduct research on financial products, investment strategies, and market conditions to provide recommendations to clients.
  • Analyse client portfolios and provide data-driven insights to inform financial planning decisions.
  • Maintain accurate and up-to-date client records and financial data to ensure compliance with regulatory requirements.
  • Provide administrative support to the financial planning team as needed, including tasks such as data entry and document preparation.
Requirements
  • 1 year's experience in a paraplanning or financial planning role.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
  • Ability to work independently and as part of a team, with a strong attention to detail and commitment to delivering high-quality results.
What We Offer
  • A competitive salary and benefits package, including 24 days' holiday and a team bonus.
  • Opportunities for professional development and career growth, with a focus on continuous learning and skill-building.
  • A dynamic and supportive work environment, with a strong emphasis on teamwork and collaboration.
  • Access to the latest technology and systems, including a bespoke customised back-office system.


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