Financial Planning Support Specialist
3 weeks ago
Financial Planning Support Specialist Opportunity
Oval Recruit is seeking a motivated and detail-oriented individual to assist a team of advisors in providing financial planning solutions to clients.
The successful candidate will be responsible for researching and analyzing client data, producing high-quality reports, and providing technical support to the advisor team.
Key Responsibilities:
- Research and analyze client data to identify opportunities for financial planning solutions.
- Produce detailed reports on client financial arrangements and provide recommendations for improvement.
- Assist the advisor team in preparing for client meetings and presentations.
- Develop and maintain knowledge of financial planning products and services.
- Support the advisor team in client onboarding and transactions.
Requirements:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team environment.
- Proficiency in financial planning software and tools.
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