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Financial Planning Assistant

Financial Planning Assistant- Mayfair- £20,000-£25,000

Purpose of the function To assist the Chairman & Director of Sales and the financial planning team with administrative duties

Key accountabilities

• Arrange meetings (including taking minutes or typing notes as required)
• Assist with presentations using power-point/excel/word
• Production of Marketing and Sales materials as required
• Administration of KYC for FP team, using Intelliflo and Dynamic Planner
• Production of suitability reports for financial planners
• Liaison with life companies for quotes, transfers and commissions
• Support for PR with administration, including arranging press functions
• Diary management / holiday & sickness recording for team

Competencies/skills set • Getting things done

• Communication & Sharing Knowledge
• Customer Service
• Effectiveness & Adaptability
• Team Working

Qualifications/experience required

• Excellent planning and organisational skills, and attention to detail
• Strong inter personal skills
• Capable of multi tasking and prioritising under pressure
• If starting, energetic and resourceful
• Highly literate and numerate
• Commercially aware
• Comfortable with manipulating and interpreting figures
• Budget management
• Experience of report writing is preferred
• Ability to use MS applications, including Project, Excel, Word, Publisher and PowerPoint essential

Contractual hours 9.00am - 5.30pm

Please note that this role will initially be a 2 month paid internship leading to full-time paying £20,000-£25,000.