Financial Planning Assistant
18 hours ago
Recruit UK is pleased to present a challenging and rewarding opportunity for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the UK.
About the RoleThe successful candidate will be responsible for providing high-quality support to Financial Planners, including research, analysis, and report preparation. This is a fantastic chance for individuals with relevant experience to advance their career within a dynamic and supportive environment.
Key Responsibilities- Conduct research and analysis of clients' financial arrangements and investment data.
- Construct financial planning strategies and research the financial product marketplace.
- Produce high-quality financial planning reports.
- Assist Financial Planners with preparation for client meetings.
- Maintain compliant records and work as part of the team to deliver exceptional client service.
- Perform general office administration tasks as required and provide holiday cover.
- Maintain and update back-office systems and platforms.
- Level 4 Diploma or working towards this qualification.
- Knowledge of Pensions, Investments, and Protection.
- Experience as a Paraplanner completing reports, research, and working alongside Financial Advisers.
- Experience working with HNW clients and IHT planning.
- Good knowledge of Intelligent Office and Voyant systems.
As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. We have a reach of over 100,000 financial services connections and are committed to finding the perfect match for our clients and candidates.
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