Financial Planning Assistant

18 hours ago


Portsmouth, Portsmouth, United Kingdom Recruit UK Full time
Paraplanner Opportunity

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 Role

The 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.
Requirements
  • 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.
About Recruit UK

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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