Financial Planning Assistant
2 weeks ago
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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