Financial Planning Assistant

Financial Planning Assistant
Sheffield
Up to £18000 pro rata
3 month FTC

Have you worked within Financial Services? Or are you an experienced Financial Planning Assistant? Do you have proven experience providing financial support to clients and internal teams?

This is a 3 month contract, but is highly likely the right candidate can have their contract extended or made permanent.

The Company
My client is one of the world's leading organisations of independent assurance, tax and accountancy services. Client satisfaction is at the heart of their business, and their clients regularly voice strong appreciation of their services.

The Role
We have a fantastic opportunity for a Financial Planning Assistant to work with an established client service team in Sheffield. You will be part of an experienced team that is responsible for providing an impeccable financial planning service for a number of key clients. You will be expected to constantly use your own initiative to meet deadlines and maintain client satisfaction.

Duties Include:
- Ensure all financial planning client administrations are carried out.
- Produce appropriate correspondence to providers and clients.
- Maintain client information accurately on financial planning software.
- Research and analyse data for technical support.

You
Due to the demanding nature of the role all relevant experience is essential.
- You will have proven financial planning experience.
- You will be educated to a GCSE level or equivalent.
- You will be computer literate.
- You will have excellent communications skills. (Both written and verbal)

This is a brilliant opportunity to join a very reputable company. My client is looking to offer the perfect candidate an exciting challenge working within an established company.

Is the perfect candidate you?

Application Process

To take the first step towards the next challenge in your career please click apply now.