Financial Planning Assistant
2 months ago
Job Opportunity: Paraplanner
About the Role:
We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in delivering exceptional client service and ensuring compliance.
Key Responsibilities:
- Provide a full paraplanning function to our Financial Advisors, including:
- Assisting with the preparation of client reports and presentations
- Conducting research and analysis to support financial planning recommendations
- Ensuring accurate and timely completion of paraplanning tasks
- Collaborating with the back office team to maintain a 2:1 ratio of support staff to Financial Advisors
Requirements:
- Proven experience in a paraplanning role or a related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
Language: English
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