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Financial Planning Assistant

2 months ago

Huddersfield, Kirklees, United Kingdom tPS Recruitment Full time
About the Role

We are seeking a skilled Paraplanner to join our team at tPS Recruitment. As a Paraplanner, you will play a critical role in supporting our Advisers and contributing to the success of our clients.

Key Responsibilities
  • Undertake comprehensive investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk.
  • Compile investment, pension, and protection illustrations, projections, and associated documentation.
  • Prepare suitability reports, client service agreement letters, and assist in checking valuations.
  • Ensure client files comply with both FCA regulations and internal policy and procedure.
Requirements
  • Have secured a number of financial qualifications and striving towards the Certificate in Paraplanning or Level 4 Diploma in Financial Planning.
  • Have previous experience of working as a Paraplanner.
  • Feel confident working alongside one or more Advisers offering relevant advice based on new and existing client queries.
What We Offer
  • A good benefits package including 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension, and Birthday leave.

We are a forward-thinking firm that values technical knowledge and customer service. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply for this exciting opportunity.