Financial Planning Assistant
1 day ago
About the Role:
We are seeking an experienced Financial Planning Assistant to join our team at Fram Executive Search Limited. In this role, you will be working closely with a financial advisor to administer financial plans for a Chartered firm in Dorset.
Key Responsibilities:
- Provide administrative support to a financial advisor, ensuring the smooth delivery of financial planning services.
- Manage client documents and records, maintaining confidentiality and adherence to regulatory requirements.
- Handle client communication and queries, responding promptly and professionally to meet their needs.
- Assist with financial planning and analysis, providing data-driven insights to inform business decisions.
- Contribute to the growth and development of the advisor's client base, identifying opportunities for expansion and improvement.
Benefits:
- A competitive salary of approximately £25,000 per annum, based on experience and qualifications.
- The opportunity to work with a reputable Chartered firm in a dynamic and supportive environment.
- Ongoing training and professional development to enhance your skills and knowledge in financial planning.
About Us:
Fram Executive Search Limited is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service and supporting our clients' goals.
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