Financial Planning Assistant Specialist
3 days ago
Salary: £25,000 - £35,000 per annum depending on experience
About the Role:
The successful candidate will assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
Main Responsibilities:
- To assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
- Review client objectives to ensure they are clear, concise, and achievable when compared against the client's financial circumstances.
- Provide research and analysis of investment funds and financial products, considering client objectives.
- Review asset allocation for investment/pension holdings.
- Complete financial cashflow forecasts, demonstrating the client's current and future position.
- Prepare Financial Plans, outlining the client's current position, target, and path.
- Highly developed planning, organizational skills, and project management with excellent communication skills.
Required Skills and Qualifications:
- Excellent planning, organizational skills, and project management.
- Broad knowledge of the Financial Services Industry, with high technical knowledge.
- Good understanding of the Financial Planning process.
- 1 year report writing experience.
Benefits:
- A competitive salary package.
- The opportunity to work in a dynamic and growing company.
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