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Financial Planning Assistant
2 months ago
Sapphire Financial Planning Ltd is a well-established financial services firm dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.
Role OverviewWe are seeking a highly skilled and motivated Financial Planning Assistant to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our financial advisors by preparing detailed financial plans, conducting research, and ensuring that our clients receive the highest level of service.
Key Responsibilities- Financial Planning: Prepare detailed and compliant financial plans and reports for clients, ensuring accuracy and attention to detail.
- Research and Analysis: Conduct in-depth research and analysis on a wide range of financial products, including pensions, investments, and insurance.
- Client Relationships: Assist in the development and maintenance of client relationships, ensuring clear communication and understanding of their financial goals.
- Financial Strategies: Work closely with financial advisors to develop and implement bespoke financial strategies.
- Documentation: Ensure all client documentation is up-to-date and complies with regulatory standards.
- Market Knowledge: Maintain a thorough understanding of the financial services market and any changes in legislation that may impact our clients.
- Experience: A minimum of 3 years of experience in a Financial Planning Assistant role is advantageous.
- Qualification: Must hold a Level 4 Diploma in Financial Planning (or equivalent).
- Attention to Detail: High level of accuracy in preparing reports and documents.
- Analytical Skills: Ability to conduct thorough research and provide detailed analysis.
- Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly.
- Team Player: Ability to work collaboratively with advisors and other team members.
- Client-Focused: Commitment to providing exceptional service and building long-term client relationships.
- Proactive and Organized: Ability to manage multiple tasks and priorities effectively.
- Attractive Salary: Competitive salary based on experience.
- Remote Working: Flexibility to work remotely.
- Pension Scheme: Comprehensive pension plan included.
- Bonus: Performance-based bonus as part of the package.
- Professional Development: Opportunity for professional development and further qualifications.
- Supportive Environment: Supportive and collaborative working environment.
