Financial Planning Assistant
2 weeks ago
This is a unique chance to join a rapidly growing financial planning firm in the Midlands, where you will be part of a dynamic team providing a full paraplanning function to Senior Financial Advisors.
Key Responsibilities:
- Ensure client service and compliance are delivered at all times.
- Provide a high level of support to Financial Advisors, enabling them to focus on client relationships.
- Contribute to the development of a 2:1 ratio of back office team to Financial Advisors, enhancing the overall efficiency and effectiveness of the business.
About the Business:
Premier Jobs UK Limited is a leading financial planning firm committed to delivering exceptional client service and compliance. Our team is dedicated to providing a supportive and dynamic environment that fosters growth and development.
What We Offer:
- A competitive salary and benefits package.
- Ongoing training and development opportunities.
- A collaborative and supportive work environment.
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