Financial Planning Assistant

21 hours ago


Altrincham, Trafford, United Kingdom The Eventus Recruitment Group Full time
{"Job Title": "Junior Paraplanner", "Job Description": "Role Overview

Eventus Recruitment is seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester. This is a great opportunity to join a team of professionals who are committed to delivering personalized and strategic advice, ensuring that their clients achieve their financial goals.

Key Responsibilities
  • Assist senior financial planners in preparing financial reports and conducting research.
  • Analyze client portfolios and provide recommendations based on findings.
  • Maintain accurate and up-to-date client records and financial data.
  • Ensure compliance with regulatory requirements and company policies.
  • Provide administrative support to the financial planning team as needed.
Requirements
  • 1 year's Paraplanning experience.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Strong written and verbal communication skills.
  • Ability to work both independently and as part of a team.
  • Desire to pursue a career in financial planning and attain relevant certifications.
Benefits and Rewards
  • 24 days holiday (plus bank holidays)
  • Team bonus
  • Excellent Company Pension
  • Income Protection - 75% of salary
  • Group life cover (death in service) - 4x salary
  • Study support
About the Company

This is a modern Financial Planning firm in Altrincham, which combines good old-fashioned business values with a modern approach and works with the very latest technology and systems.

", "Language Code": "en-US"}

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