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C&C Search is currently recruiting an Assistant Financial Planner for a highly successful and reputable Professional Services firm based in the heart of London. All about the role and company I would be working for! Position: Assistant Financial PlannerSalary: £30,000 - £38,000Hybrid set up: 3 days per week in the office St PaulsBenefits: 25 days holiday, pension, wellness budget, professional development opportunities, social events Size of company: Medium-sized firm with a strong reputation and a collaborative team environment, growing firm! Company culture and what makes them great to work for: The company values its employees and offers a supportive and collaborative work environment. They encourage professional development and provide opportunities for career progression. They also have a strong focus on work-life balance and offer a range of benefits to their employees. Key responsibilities for this Financial Planning Assistant position:

Provide support to advisers with client-related queries, ensuring excellent client outcomes.
Build strong relationships with clients and act as their first point of contact.
Facilitate the arrangement of investments and liaise with relevant parties.
Arrange and prepare for client review meetings.
Maintain accurate client records and ensure compliance with regulations.
Assist with on-boarding new clients and transferring products.
Assist with the recording of fees and estimates.

What background and experience are they looking for?

Minimum 3 A Levels or equivalent, including English and Maths.
Proven experience working in an IFA Firm and dealing with private clients.
Excellent knowledge of MS Office applications and IFA systems.
Strong attention to detail, organizational, and communication skills.
Team player with a proactive and client-focused approach.

At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering - across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.

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