Financial Planning Assistant

4 weeks ago


Barnsley, Barnsley, United Kingdom Search Full time
Job Purpose

To provide high-quality support to our Private Client Financial Planners in delivering exceptional financial planning services to our clients.

Main Responsibilities:

  • Drafting financial planning reports to meet and exceed activity targets.
  • Developing and maintaining technical and market awareness knowledge to assist in providing effective advice.
  • Maintaining CPD requirements and logging as appropriate.
  • Negotiating and agreeing contract placements with clients.
  • Ensuring correct compilation and completion of new applications and schemes.
  • Recording and maintaining information on Intelligent Office.
  • Filing and storing records and files in accordance with internal standards.

Requirements:

  • Understanding and application of internal and regulatory standards.
  • Ability to develop and maintain technical and market awareness knowledge.
  • Excellent communication, workflow management, and record-keeping skills.

About Us:

Search is a leading provider of financial planning services, dedicated to delivering exceptional results for our clients. We are committed to excellence and innovation in our field, and we are seeking a talented individual to join our team as a Financial Planning Assistant.



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