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Financial Planner Assistant

2 months ago

Leeds, Leeds, United Kingdom GCB Recruitment Full time
{"title": "Paraplanner Role", "description": "

We are seeking a skilled Paraplanner to support our Financial Adviser/Planner in establishing new client relationships and assessing clients\u2019 financial circumstances.

The successful candidate will be responsible for preparing financial statements, researching and analyzing products and services, and proposing and drafting financial solutions that meet clients\u2019 goals, needs, and objectives.

This is a diverse role that requires strong technical knowledge, excellent communication skills, and the ability to work independently.

Key responsibilities include:

  • Assisting the Financial Adviser/Planner in establishing new client relationships
  • Assessing clients\u2019 financial circumstances
  • Preparing financial statements
  • Researching and analyzing products and services
  • Proposing and drafting financial solutions
  • Assisting with the accurate completion of application and proposal forms
  • Implementing actions as directed by the Financial Adviser/Planner

We offer a competitive salary, discretionary bonus, and a range of benefits, including 25 days\u2019 leave plus bank holidays and a health package.

Requirements for the role include:

  • Ideally qualified (minimum RO1)
  • Experience in the role
  • Strong technical knowledge
  • Excellent communication skills

If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

", "requirements": "

Requirements for the role include:

  • Ideally qualified (minimum RO1)
  • Experience in the role
  • Strong technical knowledge
  • Excellent communication skills
", "benefits": "

We offer a competitive salary, discretionary bonus, and a range of benefits, including 25 days\u2019 leave plus bank holidays and a health package.

", "working_hours": "

Working hours: Monday to Friday, 9am – 5pm.

", "contact": "

Please note that due to the high volume of applications, we will only contact successful candidates. If you have not been contacted within 7 days, please consider your application unsuccessful.

", "company": "GCB Recruitment"}