Senior Financial Planning Assistant

2 days ago


Newton Aycliffe, Durham, United Kingdom CV Elite Ltd Full time £45,000

Overview

Eldon, a renowned Chartered Financial Planning firm, is seeking an accomplished Senior Financial Planning Assistant to join their elite team in Newton Aycliffe. As a key player in the company's mission to provide exceptional financial services, this role demands a highly skilled professional with expertise in holistic financial planning.

About the Role

We offer a competitive salary of up to £45,000 per annum, along with a range of benefits including profit share scheme, 25 days holiday, and generous pension provision. If you are a dedicated individual eager to develop your skills and contribute to our success, we invite you to apply for this exciting opportunity.

Responsibilities

  • Collaborate with our experienced Financial Planners to deliver bespoke financial solutions tailored to meet clients' diverse needs.
  • Prepare comprehensive reports and presentations using advanced mathematical models to inform client decisions.
  • Develop strong relationships with clients through regular meetings and reviews, ensuring their financial goals are met.
  • Analyse portfolios and perform benchmarking exercises to maintain optimal portfolio performance.
  • Maintain up-to-date knowledge of industry developments, contributing to the development of best practices within the team.

Requirements

  • A minimum of 2 years experience in a similar role within the financial sector.
  • Diploma qualified (Dip PFS) or equivalent, with a strong desire to progress towards Chartered status.
  • Excellent communication and organisational skills, with the ability to work under pressure.


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