Financial Planning Assistant
21 hours ago
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.
- 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.
- 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
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.
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