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Financial Planning Assistant

TO Resourcing Ltd
Closing date
26 Jun 2022

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Contract Type
Full Time
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Financial Planning Assistant - £24,000 - £26,000+ DOEWe are working with an established financial company, who is looking for a Financial Planning Assistant to join the team and support the advisors with key client tasks.Some Key Duties to include:• Supporting adviser(s) with various tasks• Preparation of Review Packs / Portfolio Reports• Research for advisers (Performance, Charges etc)• Daily chase list / updating clients• Arranging client appointments• Dealing with post• Answering phones / client queries• IT support• Office supplies• Assistance in collection of Management Information• General office duties (e.g. filing, scanning)• Meeting & greeting clientsKey Skills/Experience:Ideally you will have knowledge of investment, pension and insurance products. This also includes the various WRAP / Platform providers in the industryAbility to interpret and analyse dataExcellent standard of written & verbal communicationAbility to empathise and build strong relationships with clients, other staff and strategic partnersPossess the ability to work using your own initiative, the preferred candidate must have a 'can do' attitude, possess the ability to search out solutionsAbility to manage own time, workload and ensure that all contractual obligations are metGood computer knowledge and skills, must be comfortable with Microsoft word and ExcelOther information:Salary c24-26k DOEBased near FarehamFull-time hours or part-time hours consideredFree parkingEasily located via public transport
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