Financial Planning Assistant

1 week ago

Bath, Bath and North East Somerset, United Kingdom Synthesis Wealth Management Full time

Synthesis Wealth Management is a leading independent wealth management firm based in the UK. We offer collaborative financial planning solutions to help clients make informed decisions and enhance their life choices. Our team values the trust clients place in us to safeguard their future.

We are seeking a full-time hybrid Financial Planning Assistant to join our team. The successful candidate will assist with administrative tasks, prepare client reports, conduct research, and support the financial planning process. We offer flexibility in the work environment.

Key responsibilities include:

* Providing administrative support and preparing client reports
* Conducting research and data analysis to support financial planning
* Assisting with the financial planning process
* Maintaining accurate records and databases
* Collaborating with the team to achieve business objectives

Requirements:

* Administrative support and report preparation skills
* Research and data analysis skills
* Knowledge of financial planning concepts
* Proficiency in Report Writing
* Excellent organizational and time management abilities
* Strong attention to detail and accuracy
* Proficiency in Microsoft Office Suite
* Effective communication and interpersonal skills
* Experience in the finance or wealth management industry
* Ability to work well in a team environment
* Relevant certification or degree in Finance or related field

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