About the role
As a Financial Planning Assistant, you will play a crucial role in supporting financial advisors by preparing comprehensive financial plans and investment strategies tailored to client needs. Your responsibilities will include gathering and analyzing relevant financial information, as well as assisting in the presentation of various options to clients.
This position is perfect for individuals looking to kickstart their careers in financial services, particularly those who thrive in client-facing roles. Our client values training and mentorship, offering a supportive environment to help you develop your skills and advance professionally.
If you are passionate about finance and dedicated to providing exceptional client service, this opportunity could be an excellent fit for you.
What you'll do
- Assist in preparing financial plans for clients
- Gather and analyze financial information
- Support financial advisors in client meetings
- Maintain records and documentation
What you'll need
- Bachelor's degree in Finance, Business or related field
- Strong analytical and communication skills
- Proficiency in MS Office Suite
Skills
Good to have
Benefits
- Opportunity for professional growth
- Mentorship from experienced financial advisors
- Competitive salary package
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
Financial Planning Assistant jobs in other cities
Questions about this job
What does a Financial Planning Assistant do?
Is prior experience required for this role?
Where is the job located?
What is the salary range for this position?
How can I apply for the position?
Listing last updated