Financial Planning Assistant
Artemis Human Capital is delighted to be partnering with a prestigious financial services organisation based in Belfast as they seek to hire a Financial Planning Assistant to join their growing team. This is a brand new position within the business providing support to the Financial Advisors and Paraplanning team to help implement professional, efficient and compliant financial planning services to their clients.
The Benefits:
Our client offers an impressive range of benefits to the successful candidate, including:
- A generous starting salary
- Hybrid working
- 1pm Friday finish
- On site car parking
- Superb training, development & progression opportunities
- Generous wider benefits package
Experience Required:
- Previous experience working within financial services
- Strong working knowledge of Microsoft Office packages
- Effectively communicated complex financial information to clients through the development of data-driven reports and visuals
- Ability to speak to external organisations to obtain client and portfolio information
- Excellent spoken and written communication, and self-presentation when interacting with clients.
- Strong organisational skills with the ability to plan, prioritise and multitask
- Proven ability to handle highly confidential information with discretion
If your experience aligns with the outlined criteria, please apply via the link below or contact Laura Haggan to receive a detailed job description.