Financial Planning Assistant
5 days ago
We are seeking a highly motivated and organized individual to join our team as a Financial Planning Assistant. As a key member of our back-office function, you will be responsible for providing administrative and paraplanning support to our Financial Planners.
About the Role:
This is an excellent opportunity for someone looking to develop their career in financial services. You will work closely with our Financial Planners to provide a comprehensive service to our clients, including administrative tasks and paraplanning duties.
Key Responsibilities:
- Provide administrative support to our Financial Planners, including data entry, document preparation, and filing.
- Assist with paraplanning duties, including researching and analyzing financial data, and preparing reports and presentations.
- Develop strong relationships with clients and providers, and work closely with our Financial Planners to deliver excellent customer service.
- Contribute to the development of our team, sharing knowledge and best practices to improve our services.
Requirements:
- R01, CF1, FA1 or equivalent qualifications, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning.
- Experience of working within a financial services firm would be advantageous.
- Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills.
- Strong attention to detail and numerical ability.
What We Offer:
We offer a competitive salary, excellent benefits package, and clear career progression opportunities. If you are a motivated and organized individual looking to develop your career in financial services, please contact us at Capio Recruitment Financial Planning to discuss this opportunity further.
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