Chartered Financial Planning Support Specialist
7 days ago
We are looking for a skilled Chartered Financial Planning Support Specialist to join our team at NJR Recruitment. The ideal candidate will have a strong background in financial planning and excellent communication skills.
The successful applicant will assist our financial planners in developing and implementing effective financial plans for our clients.
This is an excellent opportunity to join a well-established firm and develop your skills in financial planning.
Responsibilities:
- Develop and implement financial plans for clients.
- Prepare reports and presentations for clients.
- Collaborate with colleagues to ensure seamless delivery of services.
Requirements:
- Degree in a related field or relevant experience.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
Benefits:
- Salary: £28,750 - £37,500 per annum (dependent on experience).
- Annual bonus of up to 7.5% of salary.
- Flexible working hours.
- Opportunities for professional development.
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