Financial Planning Assistant

4 weeks ago


Watford, Hertfordshire, United Kingdom Search Full time
Job Title: Paraplanner

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.
Person Specification:

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.



  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    FP&A Lead Analyst Job DescriptionAbout the Role:We are looking for a highly skilled FP&A Lead Analyst to join our finance team at Vitae Financial Recruitment. As a key member of our team, you will be responsible for leading the development of financial forecasts and strategic plans that support the company's growth objectives.Key Responsibilities:Financial...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Financial Consolidation & ReportingWe are seeking a highly skilled Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Manage the preparation and consolidation...


  • Watford, Hertfordshire, United Kingdom Financial Divisions Full time

    Join Our Team as a Client Relations ManagerWe are seeking a highly motivated and organized Client Relations Manager to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients across Hertfordshire and London.About the Role:Provide administrative support to...


  • Watford, Hertfordshire, United Kingdom Financial Divisions Full time

    Join Our Team as a Client Relations ManagerWe are seeking a highly motivated and organized Client Relations Manager to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients across Hertfordshire and London.About the Role:Provide administrative support to...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Senior Financial AnalystVitae Financial Recruitment is seeking a highly skilled Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Financial Consolidation &...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Senior Financial AnalystVitae Financial Recruitment is seeking a highly skilled Senior Financial Analyst to join our vibrant finance team. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Financial Consolidation &...


  • Watford, Hertfordshire, United Kingdom Brook Street UK Full time

    Job DescriptionBrook Street UK is seeking a highly organized and skilled Financial Planning Specialist to join their team. As a Financial Planning Specialist, you will be responsible for contacting clients, setting up meetings, and providing them with financial planning and advice.Key Responsibilities:Contacting clients and setting up meetingsProviding...


  • Watford, Hertfordshire, United Kingdom Brook Street UK Full time

    Job Title: Financial Planning SpecialistJob Summary:We are seeking a highly organized and skilled Financial Planning Specialist to join our team at Brook Street UK. As a Financial Planning Specialist, you will be responsible for contacting clients, setting up meetings, and providing them with expert financial advice.Key Responsibilities:Contacting clients...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Role Overview:We are seeking a Senior Financial Analyst to contribute to the success of our finance team at Vitae Financial Recruitment. This role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with stakeholders.Key Responsibilities:Financial Consolidation & Reporting:Manage the preparation and...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Limited Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our vibrant finance team at Vitae Financial Recruitment Limited. This pivotal role will focus on enhancing financial performance through strategic analysis, reporting, and collaboration with various stakeholders across the organization.Key Responsibilities:Financial...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Finance Business Partner OpportunityVitae Financial Recruitment is seeking a highly skilled Finance Business Partner to join our client's team. As a key member of the finance team, you will provide financial insight and analysis to senior stakeholders, driving business growth and improvement.Key Responsibilities:Act as a trusted financial advisor to C-Suite...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Finance Business Partner OpportunityVitae Financial Recruitment is seeking a highly skilled Finance Business Partner to join our client's team. As a key member of the finance team, you will provide financial insight and analysis to senior stakeholders, driving business growth and improvement.Key Responsibilities:Act as a trusted financial advisor to C-Suite...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Finance Business Partner OpportunityVitae Financial Recruitment is seeking a highly skilled Finance Business Partner to join our client's team. As a key member of the finance team, you will provide financial insight and analysis to senior stakeholders, driving business growth and improvement.Key Responsibilities:Act as a trusted financial advisor to C-Suite...


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Job Title: Financial Operations SpecialistAbout the Role:As a Financial Operations Specialist, you will be instrumental in supporting the commercial teams in achieving their key goals and financial targets. Your key responsibilities will include:•Annual Budget and Forecast Process: Assist with the annual budget and quarterly forecast process, presenting...


  • Watford, Hertfordshire, United Kingdom Tate Recruitment Full time £75,000

    Financial Planning SpecialistAre you a forward-thinking dynamic Financial Advisor looking for a new challenge? Our client delivers exceptional financial planning services to their HNW clients, and they will provide you with a client bank to help kick-start your journey within the group. Key Responsibilities: Assessing & identifying financial needs for new...


  • Watford, Hertfordshire, United Kingdom mbf. Full time

    About the FirmOur Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs). They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice....


  • Watford, Hertfordshire, United Kingdom mbf. Full time

    About the FirmOur Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs). They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice....


  • Watford, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time

    Finance Business Partner - A Key Role in Driving Business GrowthWe are seeking a highly skilled Finance Business Partner to join our team at Vitae Financial Recruitment. This exciting opportunity will involve working closely with our clients to provide financial guidance and support, helping to drive business growth and success.Key ResponsibilitiesDevelop...


  • Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job OpportunitySeeking a highly skilled Financial Advisor to join our team at Tate Recruitment.Key Responsibilities:Conduct thorough financial needs assessments for clientsResearch and implement suitable financial productsEnsure compliance with anti-money laundering regulationsProvide comprehensive financial planning servicesConduct lifestyle planning...


  • Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

    Job OpportunitySeeking a highly skilled Financial Advisor to join our team at Tate Recruitment.Key Responsibilities:Conduct thorough financial needs assessments for clientsResearch and implement suitable financial productsEnsure compliance with anti-money laundering regulationsProvide comprehensive financial planning servicesConduct lifestyle planning...