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Senior Financial Planning Assistant
1 month ago
NJR Recruitment is delighted to be working with a well-established Independent Financial Advisory Firm, seeking a Senior Financial Planning Assistant to join their team in Sheffield.
Opportunity OverviewThis is an excellent chance for someone looking to advance their career with a leading Financial Planning practice. The company offers full study support and a personalized development plan, making it an ideal choice for those seeking a long-term role in a respected firm.
The successful candidate will work closely with the technical team in the Sheffield office, ensuring a varied and fast-paced work environment. This role requires someone eager to take on new challenges, develop their skills, and contribute to a buoyant and exciting industry.
What We Offer- A competitive basic salary of £25,000 - £35,000 per annum
- A great annual bonus
- Free parking
- A company pension scheme
- A generous holiday allowance
- Full study support
- A personalized training and development plan
- Complete pre-report file assessments
- Ensure all compliance paperwork is in order
- Prepare recommendation reports in accordance with agreed recommendations
- Provide information for analysis by the adviser
- Undertake research to identify suitable solutions meeting client needs and objectives
- Update advisers at quarterly meetings as required
- Previous experience in financial planning administration
- Good knowledge of pensions, investments, and protection products
- A wide range of knowledge about various providers
- A strong desire to progress and develop, aiming to complete the Level 4 diploma
This opportunity is perfect for those seeking to further their career in financial planning and move towards a more technical role. If you are interested, please contact one of our specialist consultants and quote job reference NJR15275.