About the role
This entry-level role is ideal for individuals looking to start their career in financial planning. You will assist financial planners with administrative tasks, data entry, and preparing client documentation. The position is remote, offering flexibility for students or those seeking part-time work. You will gain valuable exposure to the industry and develop your skills in financial analysis and client management.
What you'll do
- Assist in preparing financial plans and client presentations.
- Conduct research on investment options and market trends.
- Manage client documentation and ensure accuracy.
- Support financial planners with day-to-day tasks.
What you'll need
- Bachelor’s degree in Finance, Business, or related field (or currently enrolled).
- 0-2 years of experience in a related role is preferred but not required.
- Strong attention to detail and organizational skills.
Skills
Strong analytical and numerical skills.
Proficient in Microsoft Office Suite.
Effective communication skills.
Good to have
Basic knowledge of financial planning concepts.
Experience with financial software.
Benefits
- Flexible working hours.
- Exposure to the wealth management industry.
- Opportunity for growth and full-time position in the future.
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 are the primary duties of a Financial Planning Assistant?
You will support planners with documentation, client communication, and data management.
Is this role suitable for fresh graduates?
Yes, we welcome candidates with little to no experience.
What kind of training will be provided?
You will receive training on financial planning processes and tools.
What are the expected working hours?
Working hours are flexible and can be adjusted to fit your schedule.
How do I apply for this position?
Click "Apply Now" on this page to apply through LocoJobs. LocoJobs is recruiting for this role on behalf of a client employer.
Listing last updated