Financial Planning Assistant

☞ Capio Recruitment

View: 102

Update day: 01-06-2024

Location: Northallerton North East

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Entry level

Job type: Full-time

Loading ...

Job content

Job Title: Financial Planning AssistantLocation: NorthallertonSalary: £25,000 - £30,000The CompanyThis firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.The RoleThis role will sit within the back-office function of the business and involve a combination of administrative and paraplanning duties as you progress within the role. The ideal candidate will have current experience or recent expereince within an IFA or wealth management practice, with strong knowledge of pensions and investment products.There will also be contact with providers, and you will work closely with the firm’s financial planners to provide comprehensive administration support.If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you.The Required Skills
  • Good understanding of pensions and investment products
  • Wrap Platforms and CRM Systems
  • Experience working within a Financial Planning or Wealth management firm
  • Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
Please contact a specialist consultant at Capio Recruitment to discuss this position further.REF: ID37262
Loading ...
Loading ...

Deadline: 16-07-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...