Financial Planning Assistant
4 days ago
Exciting Opportunity for a Paraplanner
Recruit UK is delighted to present a fantastic opportunity for an experienced Paraplanner to join a successful Financial Planning firm in the UK. 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 country.
About the Role
- Conduct thorough research on clients' financial arrangements and analyse investment and client data to inform financial planning strategies.
- Construct comprehensive financial planning reports and research the financial product marketplace to identify suitable solutions.
- Assist Financial Planners in preparing for client meetings and maintain compliant records to ensure seamless client service.
- Work collaboratively with the team to deliver exceptional client service and perform general office administration tasks as required.
- Maintain and update back-office systems and platforms to ensure efficient operations.
Benefits
- A competitive salary and opportunities for career advancement in a dynamic and supportive environment.
- The chance to work with a reputable and well-established Financial Planning firm, delivering exceptional financial advice to a diverse client base.
- A collaborative and supportive team environment, with opportunities for professional growth and development.
Requirements
- Relevant experience in a Paraplanning role, with a strong understanding of financial planning principles and practices.
- Excellent analytical and communication skills, with the ability to work effectively in a team environment.
- Proficiency in back-office systems and platforms, with a willingness to learn and adapt to new technologies.
How to Apply
For more information and to apply for this exciting opportunity, please contact Recruit UK.
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