Financial Planning Assistant

3 weeks ago

Co West Midlands, United Kingdom Capio Recruitment Full time £35,000 - £45,000
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Financial Planning Assistant within a boutique Financial Planning firm based in the West Midlands region. As a key member of our team, you will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, and on utilizing suitable plans and products.

Key Responsibilities
  • Organize reports and illustrations in a timely and accurate manner to ensure business can be processed efficiently.
  • Assist in informing and advising on financial planning factors and suitable plans and products.
  • Support the team in maintaining high-quality advice and services.
What We Offer

In return for your hard work and dedication, we offer a competitive package including:

  • Hybrid working arrangements to balance work and personal life.
  • A good pension contribution to support your financial well-being.
  • Private Medical Care and Insurance to ensure your health and wellbeing.
  • Team socials to foster a sense of community and camaraderie.
  • An early finish on Fridays to enjoy your weekends.
Requirements

To be successful in this role, you will need:

  • A strong desire to progress your career further within Financial Planning.
  • Excellent technical skills and knowledge of financial planning factors and products.
  • Strong communication and interpersonal skills to work effectively with the team.

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