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Financial Planning Assistant

2 months ago

London, Greater London, United Kingdom Aspire Executive Search Full time

Job Summary:

We are seeking a skilled Paraplanner to join our team at Aspire Executive Search. As a Paraplanner, you will play a crucial role in supporting financial planners in delivering bespoke solutions to clients.

Main Responsibilities:

  • Collate and interpret client information to contribute to the formulation of suitable strategies to meet client objectives.
  • Prepare suitability reports that reflect the proposed strategy.
  • Manage client relationships and communicate with advisers on a regular basis.
  • Support the delivery of financial advice and contribute to the growth of our business.

Requirements:

  • Good knowledge across all advice areas, including investment, pensions, protection, and IHT.
  • A strong interest in compliance and willingness to perform compliance support roles.
  • Excellent interpersonal and communication skills.
  • A good understanding of the financial planning process and knowledge of the financial services industry.
  • Excellent report writing skills and a high level of technical knowledge.
  • Level 4 Diploma qualification.

What We Offer:

A competitive salary and the opportunity to grow your career in a dynamic and supportive environment.