Financial Planning Assistant
1 week ago
The successful candidate will have the opportunity to work with a leading, independent Financial Planning business in East Sussex.
The role is based on administration support to experienced team members, providing assistance to Paraplanners and Financial Planners.
Key responsibilities include:
- Keeping accurate records up-to-date and ensuring all client plan data is current and complete.
- Extracting information from platforms regarding portfolios and fund/plan performance.
- Ensuring financial transactions are processed correctly and files comply with FCA regulations.
- Project work and ad-hoc tasks as required.
- Excellent communication skills for interacting with clients over the phone.
- Previous experience in Financial Services or a professional industry would be advantageous.
- A good foundation of IT systems including MS Office applications.
- Flexibility with strong agile thinking and problem-solving abilities.
The company offers a rewarding career path for staff with regular appraisals, annual salary reviews, and opportunities for training, development, progression, exam support, and potential advancement to Paraplanning.
Estimated salary: £22,000 - £28,000 per annum.
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