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Financial Planning Assistant

2 months ago

Bath, Bath and North East Somerset, United Kingdom Synthesis Wealth Management Full time

Synthesis Wealth Management is a leading independent wealth management firm based in the UK. We offer bespoke financial planning solutions to help clients achieve their goals and secure their financial futures. As a key member of our team, you will play a vital role in supporting our financial planners and contributing to the success of our clients. Your responsibilities will include:

* Providing administrative support to our financial planners, including preparing client reports and conducting research
* Assisting with the preparation of financial plans and recommendations
* Maintaining accurate records and databases
* Collaborating with our team to ensure seamless delivery of our services

To succeed in this role, you will need:

* Strong administrative and organizational skills
* Excellent communication and interpersonal skills
* Ability to work accurately and efficiently in a fast-paced environment
* Knowledge of financial planning concepts and principles
* Proficiency in Microsoft Office Suite

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity. You will have the chance to work with a talented team, develop your skills and expertise, and make a real difference in the lives of our clients.