Financial Planning Assistant na Charles Stanley & Co. Ltd. BU

To develop the skills and knowledge required to provide high-quality administrative support to the Financial Planning team. This is a training role designed to build a strong foundation in financial services administration, with opportunities for growth and development.

As part of your training, you will be supported in learning to:

• Manage and scan incoming post on a daily basis.
• Assist with answering and directing phone calls within the department.
• Use financial back-office systems effectively and accurately.
• Prepare handouts, reports, and presentation materials for client meetings and internal use.
• Generate client valuations using internal systems.
• Request quotes and illustrations from financial product providers.

• GCSEs (or equivalent) including Maths and English.

• Strong verbal and written communication skills.
• Proactive, flexible, and able to work independently.
• Good organisational skills with the ability to multitask and prioritise effectively.
• Willingness to learn and develop within a professional environment.

• Full training and support from experienced professionals.
• Opportunity to gain insight into financial planning and client servicing.
• A collaborative and friendly team environment.
• Potential for career progression within the financial services industry.