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.
The Job…
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.
The Ideal Candidate…
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.
Benefits & Remuneration…
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.