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Financial Planning Assistant

2 months ago

Brierley Hill, Dudley, United Kingdom Medlock Partners Full time

We are proud to be a leading firm of Independent Financial Planners, Medlock Partners, who are currently experiencing a period of growth due to our ongoing success. As a result, we are seeking a highly skilled and motivated individual to join our team as a Financial Planning Assistant.

The successful candidate will be responsible for providing administrative support to our top-performing Financial Planners, ensuring the smooth operation of our business. This will involve:

  • Providing exceptional customer service to our clients, responding to their queries and concerns in a timely and professional manner.
  • Assisting with the preparation of client reports, presentations, and other documents, ensuring accuracy and attention to detail.
  • Managing client files, updating records, and maintaining accurate and up-to-date information.
  • Using our back-office systems to allocate tasks, track progress, and ensure seamless communication with our team.

We offer a competitive salary, a comprehensive benefits package, and opportunities for professional development and growth. If you are a motivated and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.