Financial Planner Assistant
3 weeks ago
About the Role:
We are seeking a highly skilled Financial Planner Assistant to join our boutique firm of Chartered Financial Planners in Manchester City Centre.
As a Financial Planner Assistant, you will be responsible for supporting our experienced financial planners in delivering exceptional client service and helping individuals achieve their long-term financial goals.
Key Responsibilities:
- Assist with preparing reports and presentations for clients.
- Support the development of pension schemes for clients.
- Liaise with clients to understand their financial needs and goals.
Requirements:
- Bachelor's degree in a related field or equivalent experience.
- Excellent communication and interpersonal skills.
- Ability to work in a team environment.
What We Offer:
- Salary: £25,000 - £33,000 per annum (dependent on experience).
- Annual bonus of up to 7.5% of salary.
- Hybrid working pattern.
- Death in Service benefit.
- Pension Scheme with employer matching contributions.
- 25 days annual leave + an additional day on Christmas Eve.
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