Financial Planning Assistant

2 weeks ago


Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time
Join Our Team as a Financial Planning Assistant

We are seeking a highly skilled Financial Planning Assistant to join our team at Recruit Wealth Ltd. As a key member of our team, you will be responsible for supporting our planners in providing exceptional client service.

Key Responsibilities:

  • Assist planners in writing financial planning reports for clients
  • Conduct research on financial products and help find suitable solutions for clients
  • Maintain accurate and compliant client records on our software
  • Illustrate financial plans and keep up to date with financial products and legislation

Requirements:

  • Experience in a financial advice firm and paraplanning/report writing skills
  • Diploma qualified or equivalent experience
  • Proficient in using IO/Intelligent Office and Microsoft Office
  • Excellent communication and organizational skills

What We Offer:

  • Competitive salary and bonuses
  • 25 days holiday plus bank holidays
  • Day off for your birthday
  • Annual salary review
  • Staff awards and recognition
  • Study support for professional industry exams
  • Adviser Academy training
  • Progression opportunities
  • Holiday purchase scheme
  • Life assurance and private pension
  • Corporate eyecare cover

We are a dynamic and supportive team that values our employees' growth and development. If you are a motivated and detail-oriented individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.



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