Financial Planning Assistant
4 weeks ago
Join Search, a leading recruitment agency, and take on a challenging role as a Paraplanner. As a key member of our team, you will assist in providing financial plans and advice to private clients, working closely with our Private Client Financial Planners.
Job Purpose:To provide high-quality financial planning support to our clients, ensuring that their needs are met and exceeded. This involves drafting financial planning reports, developing technical and market awareness knowledge, and maintaining accurate records and databases.
Key Responsibilities:- Draft financial planning reports to meet and exceed activity targets.
- Develop and maintain technical and market awareness knowledge to provide effective advice.
- Maintain accurate records and databases, ensuring compliance with internal and regulatory standards.
- Communicate effectively with clients, colleagues, and other stakeholders.
- Undertake project-based work as required.
We are looking for a highly skilled and motivated individual with experience in financial services, preferably in a financial planning or research capacity. You should possess excellent communication and technical skills, with the ability to work in a fast-paced environment and adapt to changing demands and priorities.
Search is an equal opportunities recruiter and welcomes applications from all suitably skilled or qualified applicants, regardless of their background or characteristics.
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