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Personal Care Assistant

Employer
Leeds DP & PA Support Hub
Location
Alwoodley, Leeds, United Kingdom
Salary
Competitive Salary
Closing date
Oct 14, 2024
View more categoriesView less categories
Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Researcher

Apply at UKCIL.com. Reference: e8686137



Job Title:


Overview:
Seeking a dedicated and detail-oriented individual to join our team as a Financial Researcher. This is a unique opportunity to work closely with a young adult, providing research and administrative support to help them achieve their financial goals.



Responsibilities:

  • Financial Research: Conduct in-depth research on investment options, financial products, and market trends to inform decision-making and strategy development.
  • Administrative Support: Manage and organize financial documents, assist in account management, and facilitate communication with financial institutions.
  • Education and Guidance: Provide clear explanations of financial concepts, investment strategies, and the importance of long-term financial planning to empower the client.
  • Adaptability: Stay informed about industry trends, market changes, and financial regulations, and adjust strategies as needed to align with evolving goals and market conditions.
  • Collaboration: Work collaboratively with other team members to ensure a coordinated approach to the client's financial well-being.

Qualifications:
  • Educational Background: Ideally a master’s level degree in finance, economics, business, or a related field.
  • Experience: Previous experience in financial research or administrative support. Certification or coursework related to financial planning is a plus.
  • Detail-oriented: Strong attention to detail with excellent organizational and time-management skills.
  • Communication: Exceptional interpersonal and communication skills to convey complex financial information clearly.
  • Analytical Skills: Ability to analyze financial data and present findings in a comprehensible manner.

Terms:
  • Hourly Rate: £10-11 GBP per hour.
  • Position Type: Casual.
  • Work Schedule: Flexible hours.
  • Work Arrangement: Mostly remote.


Key Responsibilities

Services
  • Support to remain independent


Please apply by clicking above or at ukcil.com

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