About the role
Kickstart your career in finance as a Financial Planning Assistant, working closely with experienced financial planners.
What you'll do
- Assist in preparing financial plans
- Conduct financial research
- Organize client meetings
- Support financial planners
What you'll need
- Bachelor's degree in finance or related field
- Interest in financial planning
- Strong organizational skills
Skills
Basic financial knowledge
Communication skills
Organizational skills
Good to have
Familiarity with financial planning software
Strong analytical skills
Benefits
- Hands-on experience
- Mentorship opportunities
- Networking with professionals
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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Questions about this job
What is a Financial Planning Assistant's role?
You will assist financial planners with preparing financial plans and client management.
Is this position suitable for fresh graduates?
Yes, this internship is ideal for recent graduates.
What qualifications do I need to apply?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs is recruiting for this role on behalf of a client employer.
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