Financial Planning Assistant

Charles Stanley

  • London
  • Permanent
  • Full-time
  • 2 days ago
Job Description: Job PurposeTo develop the skills and knowledge required to provide high-quality administrative support to the Financial Planning team. This is a training role designed to build a strong foundation in financial services administration, with opportunities for growth and development. Key ResponsibilitiesAs part of your training, you will be supported in learning to:
  • Manage and scan incoming post on a daily basis.
  • Assist with answering and directing phone calls within the department.
  • Use financial back-office systems effectively and accurately.
  • Prepare handouts, reports, and presentation materials for client meetings and internal use.
  • Generate client valuations using internal systems.
  • Request quotes and illustrations from financial product providers.
Qualifications & Experience
  • GCSEs (or equivalent) including Maths and English.
Skills & Attributes
  • Strong verbal and written communication skills.
  • Proactive, flexible, and able to work independently.
  • Good organisational skills with the ability to multitask and prioritise effectively.
  • Willingness to learn and develop within a professional environment.
What We Offer
  • Full training and support from experienced professionals.
  • Opportunity to gain insight into financial planning and client servicing.
  • A collaborative and friendly team environment.
  • Potential for career progression within the financial services industry.

Charles Stanley