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Financial Planning Assistant
2 months ago
We are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.
Key Responsibilities- Collaborate with financial planners to create comprehensive financial plans for clients.
- Develop and maintain accurate cashflow forecasts and suitability reports.
- Conduct research and analysis to support financial planning decisions.
- Provide exceptional client service and support to ensure client satisfaction.
- A competitive salary between £30,000 - £40,000 (dependent on skill set and experience).
- A generous holiday package and 3 x Death in Service.
- The opportunity to work in a Chartered financial planning firm that encourages flexible working and employee development.
- Previous experience as a Paraplanner.
- Level 4 Diploma Qualified.
- Exposure to different software, systems, and technologies.
- Excellent verbal and written communication skills.
We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to the market. Our commitment to our clients and candidates is to provide honest feedback, use our network to match the perfect position, and take a holistic approach to career happiness.
