Financial Planning Assistant
3 days ago
The Burford Recruitment Company is working with an established financial planning firm in Oxfordshire. The company provides tailored financial advice to a wide range of clients and prides itself on a client-centric approach.
This is an excellent opportunity for a motivated and ambitious Trainee Financial Adviser to join the experienced team.
- Assist the Director with client meetings, including preparation of financial reports and documentation.
- Conduct research on financial products and solutions to meet client needs.
- Develop a solid understanding of financial planning, products, and markets.
Requirements:
- Proven experience working in a Paraplanning or Client Support role for a financial planning firm.
- Hold the CII Level 4 Diploma Regulated Financial Planning or be close to completing it.
- Knowledge of financial products, investment strategies, and retirement planning.
- Excellent communication skills with the ability to explain financial concepts in a clear and understandable manner.
Additional Information:
- Mentorship from an experienced Adviser to help you grow your knowledge and skills.
- A competitive salary package.
- Hybrid role.
- A supportive and collaborative team environment.
This is a unique opportunity to develop your skills in financial planning and work in a dynamic environment.
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