Financial Planning Assistant
3 weeks ago
Financial Planning Assistant
About The Role:We are seeking a detail-oriented and motivated individual to fill the role of Financial Planning Assistant at The Recruitment Council. This position will provide administrative support to financial planners, enabling them to focus on delivering exceptional financial planning services to clients.
Key Responsibilities:- Administrative Support:
- Assist in scheduling appointments and organizing client records.
- Manage data entries with precision.
- Research and Analysis:
- Conduct research on various investment options.
- Analyze data to provide insights for financial planners.
- Report Preparation:
- Create analytical reports based on financial data.
- Develop financial projections and reports for clients.
- Educational Background:
- Bachelors degree in Finance or a related field.
- Technical Skills:
- Familiarity with relevant software applications.
- A supportive environment for professional growth.
- Opportunities to gain hands-on experience in financial planning.
- A clear path to transition into a Financial Advisor role.
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