Synthesis Wealth Management is a leading independent wealth management firm based in the UK. We offer collaborative financial planning solutions to help clients make informed decisions and enhance their life choices. Our team values the trust clients place in us to safeguard their future.
We are seeking a full-time hybrid Financial Planning Assistant to join our team. The successful candidate will assist with administrative tasks, prepare client reports, conduct research, and support the financial planning process. We offer flexibility in the work environment.
Key Responsibilities:
* Provide administrative support to our financial planning team
* Prepare client reports and presentations
* Conduct research and data analysis to support financial planning decisions
* Develop and maintain knowledge of financial planning concepts and industry trends
* Collaborate with our team to deliver high-quality financial planning solutions
Requirements:
* Administrative support and report preparation skills
* Research and data analysis skills
* Knowledge of financial planning concepts
* Proficiency in Report Writing
* Excellent organizational and time management abilities
* Strong attention to detail and accuracy
* Proficiency in Microsoft Office Suite
* Effective communication and interpersonal skills
* Experience in the finance or wealth management industry
* Ability to work well in a team environment
* Relevant certification or degree in Finance or related field