Senior Financial Planning Assistant
2 days ago
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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