Financial Planning Assistant

Artemis Human Capital are pleased to be partnering with a local IFA as they seek to add a Financial Planning Assistant to their growing team. This is a newly created role stemmed from continued business growth & success, it offers the successful applicant fantastic scope for progression & a market leading benefits package.

This role will work closely with the firm’s financial planning and paraplanning teams, supporting the delivery of a high-quality service to an excellent client portfolio. This is a varied role that offers the successful candidate exposure to a broad range of financial planning activities within an experienced and dynamic team. You will support the team in providing advice to clients with strategic financial plans, financial analysis & projections, and investment analysis etc.

To be considered for this role, you will ideally possess the following:

• A recent graduate in a related discipline (Finance, Finance & Investment Management, Business Studies etc.).
• 1-3 years’ experience working within an IFA or financial planning background.
• Strong working knowledge of Microsoft Office packages.
• Passionate about pursing a career in financial planning.
• Excellent communication & organisational skills.

Our client have put together a leading remuneration package for the successful candidate, including:

• A starting salary of £25-30K (DOE).
• Performance related bonus.
• Hybrid working (2 days WFH per week).
• Study support for any relevant further qualification you may wish to pursue.
• Fantastic company culture with a modern working space.
• Genuine scope for career progression & development.
• Early Friday finish time.
• Enhanced wider benefits package- including enhanced employer pension contribution & enhanced parental leave.

To apply for this Financial Planning Assistant job please click on the link below or contact Beth Gault to discuss in the strictest confidence.

Tagged as:
Financial Planning, Paraplanning