Financial Planning Assistant
3 weeks ago
Financial Planning Assistant Role:We are seeking a skilled Financial Planning Assistant to join our team at Dawn Consulting (Sw) Limited. As a Financial Planning Assistant, you will provide administrative support to our Financial Planners, ensuring the smooth delivery of our financial planning services.
Key Responsibilities:
- Provide administrative support to Financial Planners, including data entry, document preparation, and record-keeping.
- Assist with client communication, including responding to queries and providing updates on client matters.
- Contribute to the development of client relationships, building trust and rapport with clients.
- Support the planning and delivery of financial planning projects, including research and data analysis.
Requirements:
- Excellent administrative and organizational skills, with the ability to prioritize tasks and manage multiple projects.
- Strong communication and interpersonal skills, with the ability to build relationships with clients and colleagues.
- Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
- Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail.
About Us:
Dawn Consulting (Sw) Limited is a progressive financial planning firm based in the UK. We are committed to delivering exceptional financial planning services to our clients, and we are seeking a skilled Financial Planning Assistant to join our team.
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