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Financial Planning Assistant

2 months ago

Maldon, Essex, United Kingdom Antony George Recruitment Full time
{"title": "Paraplanner", "description": "Revolutionise Retirement Planning with Us

At Antony George Recruitment, we're on a mission to transform the way people plan for their retirement. As a Paraplanner, you'll play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research.

Key Responsibilities:
  • Client File Management: Prepare and maintain accurate client files, ensuring all necessary documentation is compliant and up-to-date.
  • Financial Plan Development: Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.
  • Ongoing Client Reviews: Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards.
  • Client Support and Communication: Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience.
  • Compliance and Due Diligence: Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards.
Requirements:
  • Strong technical knowledge and analytical skills.
  • Excellent organisational and multitasking abilities.
  • Ability to work collaboratively and support team members.
  • High attention to detail and accuracy.
  • Minimum 3 years' experience.

Join our team of dedicated professionals and contribute to the success of our clients' financial futures.

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