At a Glance
- Tasks: Support the Financial Planning Team with client administration and data handling.
- Company: Join JJ SEARCH LIMITED, a dynamic firm in Cambridge.
- Benefits: Gain valuable experience and kickstart your wealth career.
- Other info: Opportunity to learn and grow in a supportive environment.
- Why this job: Perfect for recent grads looking to make an impact in finance.
- Qualifications: 6 months to 1 year in financial planning support or recent graduate.
The predicted salary is between 25000 - 32000 £ per year.
JJ SEARCH LIMITED is seeking a junior Financial Planning Associate in Cambridge to support the Financial Planning Team with client administration and data handling. The role involves preparing valuations, documentation for meetings, and managing workflow using XPlan. You will input data, process change requests, and assist with post handling while stepping in for absent colleagues.
A successful candidate has 6 months to 1 year in financial planning support or is a recent graduate.
We think you need these skills to ace Financial Planning Associate – Start Your Wealth Career in Cambridge
Client Administration
Data Handling
Valuation Preparation
Documentation Management
Workflow Management
XPlan
Data Input
