Financial Planning Assistant

4 weeks ago


Belfast, United Kingdom Hayward Hawk Full time £24,000
Join Hayward Hawk in a Financial Planning Assistant Role

We are working in partnership with a leading Financial client to source a Financial Planning Assistant. This exciting opportunity offers a fast-paced environment with future progression possibilities.

As a Financial Planning Assistant, you will have the chance to work alongside industry-leading professionals, gaining in-depth experience and excellent development opportunities. You will be studying for your professional qualifications and will be supported in achieving your Level 6 Advanced Diploma.

Key Responsibilities:

  • Input data and manage financial records accurately
  • Reconcile bank statements and oversee accounts receivable and payable
  • Support the budgeting process and assist with financial forecasting
  • Generate and organize financial reports and presentations
  • Provide administrative support for the finance department's operations
  • Manage credit control and ensure timely collection of outstanding payments

Requirements:

  • Educated to degree level or previous work experience in a similar role
  • Dedicated and driven, serious about creating a career in financial planning
  • Strong communicator, eager to build long-term connections with clients
  • Excellent multitasker, able to manage multiple priorities while studying

We are seeking a team player for both inside and outside the office. If you have the skills and passion for financial planning, we encourage you to apply.



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