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Location:Droitwich, UK
Company:Boutique and Highly Successful Financial Planning Firm
About Us:Our client are a boutique financial planning firm based in Droitwich, renowned for theirpersonalised service and commitment to excellence. Theirsuccess is built on the trust and satisfaction of their clients, and due to an internal promotionare now looking to expand theteam with a passionate and dedicated Junior Paraplanner.
Role Overview:As a Finance Administratoryou will play a crucial role in supporting theFinancial Planners by preparing detailed research, reports, and client recommendations. This is an excellent opportunity for someone looking to grow their career in financial planning, with the potential to advance within a highly successful firm.
Key Responsibilities:
- Assist Financial Planners in the preparation of financial plans, reports, and client reviews.
- Conduct research on financial products and investment options to support client recommendations.
- Prepare suitability letters and other documentation required for client meetings.
- Ensure all client records are accurate and up-to-date within our CRM system.
- Liaise with clients to gather necessary information and provide exceptional customer service.
- Stay updated on industry regulations and best practices to ensure compliance.
Skills and Qualifications:
- A passion for financial planning and a desire to build a career in the industry.
- Strong attention to detail and the ability to work methodically.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office, particularly Excel and Word.
- Experience with financial planning software or CRM systems is an advantage but not essential.
What We Offer:
- A supportive and friendly work environment in a boutique firm where your contributions are valued.
- Opportunities for professional development and progression within the firm.
- Competitive salary and benefits package.
- The chance to work closely with experienced Financial Planners and learn from the best in the industry
Apply today and build a rewarding career in a firm that values your growth and success!
