Job Details

Financial Planning Assistant

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Skipton

Salary:

Job Ref.: PE:LDSCFPA

Job Information



Due to significant growth my client is now looking for a Financial Planning Assistant to join a leading investment firm in Skipton. You will be part of a small experienced team and you must have relevant experience within the industry to apply for this role.

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The Role

You will be reporting to the Financial Consultant, where you will carry out an extensive range of admin, report writing and research tasks for the Financial Planning team. This role differs from the traditional Para planner role as you will not be deciding on funds , your role will be specifically providing the research to the team.

Key Requirements

The successful candidate will have experience within Financial Services, good knowledge of excel/word and happy to work on their own at regular intervals.

With a fantastic salary structure between £20,000-£22,000 dependent on experience and full study support this opportunity will improve you career prospects.

Please apply either within and a consultant from Cameron James will be in touch.