Financial Planning Assistant
3 weeks ago
We are seeking a skilled Financial Planning Assistant to support our Financial Adviser in delivering exceptional financial and tax planning services to our diverse client base.
The estimated salary for this role is around £35,000 - £45,000 per annum, depending on experience.
In this key position, you will be responsible for:
- Providing comprehensive financial planning and tax advice to clients
- Supporting the Financial Adviser in conducting thorough risk assessments and creating tailored financial plans
- Collaborating with cross-functional teams to ensure seamless service delivery
You will require:
- Strong knowledge of financial planning principles and regulations
- Excellent communication and interpersonal skills
- A proven ability to work effectively in a team environment
As a member of our team at Uniting People, you can expect:
- A competitive salary and benefits package
- Ongoing training and development opportunities
- A collaborative and supportive work environment
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