About this role
Financial Planning Assistant at Brooksmacdonald. Location: Cardiff, Wales, United Kingdom. Role: Processing trades, Supporting clients, Liaising with providers Requirements: Administrative support for advisers; experience in wealth management desirable; proficient in Excel, Word, Outlook; knowledge of pensions/investments; good communication; time management. Category: Administrative & Clerical Support Seniority: Mid Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Intelligent Office Certifications: cii level 4 Commitment: Full Time Workplace: Hybrid Languages: English