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Financial Planning Assistant

2 months ago


BurnhamonSea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time £45,000

Financial Planning Firm in Somerset Seeks Paraplanner

**About the Role**

We are working with a leading Chartered financial planning practice in Somerset to find a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in preparing and following up on client projects, delivering exceptional ongoing aftercare, and supporting the directors with diary management and online meetings.

**Key Responsibilities**

* Prepare regulatory packs and issue appointment emails/letters
* Present financial information to clients, including illustrations and fund factsheets
* Arrange appointments and manage online meetings
* Optimize Intelliflo back-office software

**What We Offer**

* Hybrid working policy available
* Opportunities for progression to a financial adviser role
* PMI, pension, and support

**Requirements**

* Skilled financial professional with experience in advice software and systems
* Advantageous to have experience with Interflow Office, FE Analytics, and other platforms

**About Recruit UK**

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to match you with your perfect position. With a reach of over 100,000 financial services connections, we cover the whole of the UK with a local touch through our regional teams.