Financial Planner Assistant

3 weeks ago


Manchester, United Kingdom NJR Recruitment Full time
Job Title: Financial Planner Assistant

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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