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Financial Planning Assistant

2 months ago

Reading, Reading, United Kingdom Search Full time

Job Summary

We are seeking a highly skilled and motivated individual to join our team as a Financial Planning Assistant. As a key member of our team, you will play a vital role in assisting our Private Client Financial Planners in providing exceptional service to our clients.

Key Responsibilities

  • Assist in the preparation of financial plans and reports to meet and/or exceed agreed activity targets.
  • Develop and maintain technical and market awareness knowledge to provide effective advice to clients.
  • Ensure compliance with internal and regulatory standards, including CPD requirements.
  • Negotiate and agree contracts with clients, working closely with the Financial Planner and Head of Research.
  • Compile and complete new applications and schemes in accordance with internal and regulatory standards.
  • Record and maintain information on Intelligent Office to ensure efficient workflow management and record-keeping.
  • Filing and storing records and files in accordance with internal standards.
  • Develop and maintain report writing and communication skills to enable effective client communications.
  • Undertake project-based work as required.

Requirements

  • Experience in Financial Services, preferably in a financial planning, research, or technical capacity.
  • Diploma qualified, with a strong desire to become Chartered.
  • Excellent listening and communication skills, both written and verbal.
  • Technical competence and ability to apply internal and regulatory standards.
  • Professional appearance and adaptability to changing demands and priorities.
  • Strong IT skills, including Microsoft Office and database management.
  • Commitment to ongoing development and ability to prioritize workload.

About Search

Search is an equal opportunities recruiter, committed to diversity and inclusion. We welcome applications from all suitably skilled or qualified applicants, regardless of their background or characteristics.