Financial Planning and Advisory Professional
1 month ago
We are working in partnership with a well-established small company of Independent Financial Advisers based in a picturesque village near Crewe. They are seeking a skilled Financial Planning Assistant to join their administrative team.
About the CompanyThis reputable company offers a range of financial services and is committed to providing exceptional support to its clients. The successful candidate will have the opportunity to work with a dynamic team and contribute to the growth and success of the business.
Key ResponsibilitiesThe Financial Planning Assistant will be responsible for providing administrative support to the financial planning team, including tasks such as data entry, document preparation, and communication with clients. The role requires excellent organizational and time management skills, as well as the ability to maintain confidentiality and discretion when handling sensitive information.
RequirementsTo be successful in this role, you will need to possess excellent communication and interpersonal skills, both written and verbal. You should also have experience in an administrative role and be proficient in using Microsoft Office applications. Knowledge of financial software and systems would be an advantage.
BenefitsThe successful candidate can expect a competitive salary package, including a salary of circa £28,000 per annum, which is negotiable depending on experience. Additionally, you will receive 23 days annual leave and free onsite parking. This is an excellent opportunity to join a reputable company and develop your career in financial planning.
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