Financial Planning Assistant

Posted 16 April by Cobham Consulting Ltd
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Financial Planning Assistant

Location: Berkhamsted
Salary: Salary negotiable

Main duties:

To provide office based administrative and technical support completing all tasks relating to new business submission, data entry, analysis, report writing, answering telephone calls, maintain other office systems.

Essential skills:

GCSE English & Maths grade C or above

Word & Excel intermediary

1 - 2 years’ experience within financial services setting, preferably an IFA. Financial planning report writing skills.

Knowledge and skills:

  • Ability to plan and organise new or familiar tasks and to use a problem-solving approach to respond appropriately to a wide range of enquiries
  • Use of standard applications to process, obtain and combine information - Microsoft Office, Excel, Word, Power point, outlook and database
  • Interpret, use and evaluate numerical and graphical data
  • Excellent report writing skills
  • Good understanding of compliance standards
  • Ability to undertake research and assist in the reviewing of new policies

Hours of work:

37.5 hours per week

Monday - Friday

  • Location: Berkhamsted
  • Sector: Financial Services
  • Salary: Salary negotiable
  • Reference: 1796
  • Job Type: Permanent

Required skills

  • Financial Services
  • Paraplanning
  • Secretarial

Reference: 37772772

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