Financial Assistant

• Preparing client meetings and inventories
• Collecting, checking, and structuring financial data
• Building and maintaining complete client files
• Creating clear summaries and action lists
• Collaborating on financial plans, wealth management plans, and pension plans
• Supporting the elaboration of other financial advice
• Preparing understandable and client-oriented reports
• Identifying missing information, risks
• Contributing ideas on the quality and further development of advisory processes
• Coordinating with external parties, such as notaries, accountants, and other specialists
• Supporting client presentations and training
• Managing and planning the agenda
• Supporting email management and monitoring important follow-ups
• Managing and following up on incoming appointment requests via social media and other channels
• Helping to plan and organize client appointments
• Supporting the online visibility of the advisory practice
• Contributing ideas on content, communication, and the practical implementation of online activities
• Identifying opportunities to further improve services, client communication

What they ask No specific educational requirements apply to this position. Education or diplomas in financial services, such as Wft diplomas, are a plus, but not a requirement. Your motivation and willingness to learn the profession weigh more heavily. We are looking for someone who is genuinely curious about financial planning and wants to develop further in this area.

Someone who wants to understand how income, assets, pensions, housing, taxes, risks, and personal goals are interconnected and who wants to continuously improve in this. You find it interesting to research financial issues and translate them together into a clear and well-thought-out plan. A plan that is not only financially and substantively correct but also truly helps a client move forward. Additionally, we are looking for someone who:

• Works accurately and structured
• Is curious and eager to learn new things
• Is willing to seriously delve into financial planning
• Can work independently and also enjoys collaborating
• Takes responsibility and follows up on matters
• Communicates clearly, friendly
• Values personal contact with clients
• Can set priorities well
• Likes to maintain an overview of the agenda, email
• Is digitally skilled and quickly masters new systems
• Has an affinity with communication, social media, and online visibility
• Understands sales, enjoys sales, and knows how to naturally and client-orientedly utilize opportunities
• Enjoys thinking along about how to work smarter and better
• Looks not only at their own activities but also at what the organization as a whole needs

Work experience within financial services can certainly be valuable. At the same time, motivation, learning ability, ownership, and the ambition to truly master the profession are at least as important – and in many cases even more important.

You get energy from helping people. You don't just want to process numbers, but understand what's behind them. Why does a client make certain choices? What does someone want to achieve? Where are the financial risks? And how can we ensure that someone gains more overview, peace, and opportunities? You find satisfaction in bringing structure and organizing things well. You appreciate when agreements are kept, actions are followed up, and clients notice that they are being paid attention to.

At the same time, you look beyond your own tasks. The advisory practice wants to develop and expand in the coming years. That's why we are looking for someone who finds it appealing to truly be a part of that. Someone who brings ideas, dares to take responsibility, and wants to discover together how to continuously improve the services and the organization.

This is therefore not a position for someone who primarily wants to "just participate temporarily." We are looking for someone with the intention to develop, build responsibility, and create something beautiful together.

You will join a pleasant, professional, and personal working environment where we collaborate closely and where your contribution is visible. We offer:

• Ample room for substantive input
• The opportunity to further learn the profession of financial planning in practice
• Personal guidance and room for self-development
• A broad role in which you are involved both substantively and organizationally
• Much variety between client work, financial planning, communication
• The opportunity to contribute to the further development of the advisory practice
• Room to take on more and more responsibility
• A professional working environment where quality and personal attention are important
• Flexibility in workplace and working hours when needed
• A collaboration where trust, independence, initiative, and enjoyment in work are important

This position can grow with you and with the organization. If you show that you want to learn and take responsibility, there is ample room to expand your role. You will receive a market-conform remuneration that matches your experience, background, responsibilities, and the type of collaboration. We will jointly determine a salary or rate that fits the value you add. Transparent, fair, and without complicated constructions.