Financial Planning Assistant

Financial Planning Assistant 3 month FTC
Location: Sheffield
Salary: £16,000 - £18,000 per annum (dependant on skills and experience)

My client, one of the world's leading providers of independent assurance, tax and advisory services are looking to recruit an experienced Financial Planning Assistant to join an established team in Sheffield.

The Financial Planning Assistant will support and liaise with clients, fee earners and paraplanners including analysing data and providing research.

The Job
*Ensure that all financial planning client administrations are carried out
*Researches and analyses data for Para planners and fee earners
*Prepare reports and written communication to clients
*Maintains client information accurately on financial planning software

Experience Required
*Hold excellent administration experience
* Hold excellent communication skills
* Ideally hold experience within professional services however not essential

We are looking for experienced candidates who are looking to progress their career, ideally the successful candidate will have worked in an IFA however this is not essential.

If this role sounds like you then please do not delay, apply online or send your CV to Clair McDonnell.