Financial Planning Assistant
1 month ago
**Key Responsibilities:**
* Review client objectives and ensure they are clear, concise, and achievable
* Provide research and analysis of investment funds and financial products
* Prepare financial plans and cashflow forecasts
* Review asset allocation for investment/pension holdings
**Requirements:**
* Fully Diploma qualified
* 1 year Paraplanning experience
* Good understanding of the Financial Planning process
* Excellent planning and organisational skills
* Broad knowledge of the Financial Services Industry and high level of technical knowledge
* Ability to manage and complete projects
**What We Offer:**
* A dynamic and supportive work environment
* Opportunities for professional growth and development
* Competitive salary and benefits package
If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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