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Junior Financial Planning Assistant

2 months ago

Brierley Hill, Dudley, United Kingdom Medlock Partners Full time £34,000
Job Description

Medlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are seeking a highly skilled and motivated individual to join our team as a Junior Financial Planning Assistant.

Key Responsibilities:

  • Provide administrative support to top-performing Financial Planners
  • Process new business, including client illustrations and valuations
  • Prepare suitability reports and quotes
  • Compile cases for processing, ensuring all required paperwork is included
  • Process reports and associated paperwork for various financial products
  • Use back office systems for accurate record keeping, client file updating, and scanning

Requirements:

  • Industry-related experience and ideally a Level 4 Diploma qualification or working towards
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and meet deadlines

About Medlock Partners:

We are a professional services recruitment specialist operating across the Northwest of England. We pride ourselves on being an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances.