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Financial Planning Assistant
2 months ago
We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Search. As a key member of our financial services team, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our clients.
Key Responsibilities- Assist in the preparation of financial plans and advice to clients, ensuring that all work is completed to the highest standard and in accordance with internal and regulatory standards.
- Develop and maintain technical and market awareness knowledge to provide effective advice to clients.
- Ensure that all CPD requirements are met and logged as appropriate.
- Negotiate and agree contracts with clients, ensuring that all terms are agreed and met.
- Compile and complete all new applications and/or schemes in accordance with internal and regulatory standards.
- Record and maintain information on Intelligent Office, ensuring that all work is logged, tracked, and internal records are up-to-date.
- Filing and storing records and files in accordance with internal standards.
- Develop and maintain report writing and communication skills to enable effective communication with clients.
- Undertake project-based work as required.
- Experience of working in financial services in a financial planning, research, or technical capacity.
- Diploma qualified (and ideally on the way to becoming Chartered).
- Good listening and communication skills (written and verbal).
- Evidence of technical competence.
- Appropriate appearance for a professional office.
- Adaptable to changing demands and priorities.
- IT skills including use of laptop/desktop computing, Microsoft Office (or equivalent), and database (CRM) management and preferably Intelligent Office.
- Seeks opportunities to develop own skills.
- Demonstrates commitment to own development.
- Able to prioritize workload.
- Able to work to deadlines.
As a Financial Planning Assistant at Search, you will have the opportunity to work with a talented team of professionals in a dynamic and fast-paced environment. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.
