Financial Planning Assistant
1 month ago
Job Type: Full-time
Location: Berkswell
Job Description:
Job SummaryWe are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an Administrator - Independent Financial Adviser (IFA), you will play a crucial role in assisting with the preparation of recommendations, suitability reports, and client communications.
Key Responsibilities- Collect and collate client information and data, ensuring compliance with company policy and regulatory requirements.
- Assist Financial Advisers in preparing suitability reports, including tax calculations and product details.
- Prepare and maintain client records, ensuring accuracy and attention to detail.
- Support administrative functions, such as new business processing, income matching, and management information.
- Communicate with clients and colleagues, using clear and concise language.
- Understanding of the Financial Planning process and ability to work within defined business processes.
- Excellent interpersonal skills, both written and verbal.
- Ability to multitask, prioritize, and work independently.
- Good report writing skills and attention to detail.
- Experience in a financial planning environment or similar setting.
As a valued member of our team, you will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package.
We are committed to providing exceptional client service and are seeking a dedicated and organized individual to join our team.
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Financial Planning Assistant
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Financial Planning Assistant
4 weeks ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionThis is a hybrid working position with progression opportunities available. The successful candidate will be responsible for preparing and packaging financial planning reports for the Financial Planners and their clients.Key Responsibilities:Prepare and package financial planning reports for the Financial Planners and their clients.Obtain...
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Financial Planning Assistant
4 weeks ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionThis is a hybrid working position with progression opportunities available. The successful candidate will be responsible for preparing and packaging financial planning reports for the Financial Planners and their clients.Key Responsibilities:Prepare and package financial planning reports for the Financial Planners and their clients.Obtain...
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Financial Planning Assistant
4 weeks ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator - Independent Financial Adviser (IFA)Job Type: Full-timeLocation: BerkswellJob Description:Job SummaryWe are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an Administrator - Independent Financial Adviser (IFA), you will play a crucial...
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Financial Planning Assistant
4 weeks ago
Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator - Independent Financial Adviser (IFA)Job Type: Full-timeLocation: BerkswellJob Description:Job SummaryWe are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an Administrator - Independent Financial Adviser (IFA), you will play a crucial...
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Financial Planning Assistant
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