Financial Planning Assistant
2 days ago
To provide high-quality support to our Private Client Financial Planners in delivering exceptional financial planning services to our clients.
Key Responsibilities:
- Drafting financial planning reports to meet and exceed activity targets.
- Developing and maintaining technical and market awareness knowledge to assist in providing effective advice.
- Maintaining CPD requirements and logging as appropriate.
- Negotiating and agreeing contract placements with clients.
- Ensuring correct compilation and completion of applications and schemes in accordance with internal and regulatory standards.
- Recording and maintaining information on Intelligent Office for efficient workflow management and record-keeping.
- Filing and storing records and files in accordance with internal standards.
Requirements:
- Understanding and application of internal and regulatory standards as specified in procedural manuals and handbooks.
- Ability to develop and maintain technical and market awareness knowledge.
- Excellent communication and workflow management skills.
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Financial Planning Assistant
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Financial Planning Assistant
3 weeks ago
Devon, United Kingdom Search Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...
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Financial Planning Assistant
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Devon, United Kingdom Search Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.Key ResponsibilitiesAssist in the preparation of...
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Financial Planning Assistant
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Financial Planning Assistant
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Devon, United Kingdom Search Full timeJob Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.Job SummaryWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...
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Devon, United Kingdom Search Full time{"Job Title": "Paraplanner", "Job Description": "Job SummaryWe are seeking a skilled Paraplanner to join our team at Search. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing financial plans and advice to our clients.Key ResponsibilitiesDraft financial planning reports to meet and/or exceed...
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Financial Planning Assistant
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Devon, United Kingdom Search Full time{"Job Title": "Paraplanner", "Job Description": "Job SummaryWe are seeking a skilled Paraplanner to join our team at Search. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing financial plans and advice to our clients.Key ResponsibilitiesDraft financial planning reports to meet and/or exceed...
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