Business Consultant jobs in Spain

Job Description

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 Planner

Salary: £30,000 - £38,000

Hybrid set up: 3 days per week in the office St Pauls (4 days during probation)

Benefits: 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.
• 2-3 years + in similar financial planning support position
• 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.