Financial Planning Assistant

We are looking to recruit a highly motivated, efficient and well organised person to join our client as a Financial Planning Assistant in a full time capacity.

If you fit the criteria below then we would like to hear from you.

Key responsibilities:

Assisting Financial Planners
New Business Processing
Client Administration
Client Liaison
Key skills:

You will be a multifaceted team player possessing an organised and methodical mind and having a strong work ethic.
You should be willing to learn and adapt skills to suit a new culture with a positive can do attitude and possess a good sense of humour.
Knowledge, Qualifications and Experience

Work experience in the financial services industry.
An understanding of Investments, Retirement Planning and Protection.
Experience of Avelo (1st) software.
You should be a proficient user of Microsoft Office
You should possess excellent communication skills, both written and verbal.
The benefits

£18,878 - £29,496 salary based upon skills, experience and qualifications; plus
3x Death in Service cover
Group Income Protection
Group Private Medical Insurance
5% non-contributory Pension
First Recruitment Services is acting as an employment agency for this vacancy.