Financial Planning Assistant

22 hours ago


Nottingham, Nottingham, United Kingdom Recruit UK Full time
About the Role

We are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.

Key Responsibilities
  • Collaborate with financial planners to create comprehensive financial plans and suitability reports.
  • Develop and maintain accurate cash flow forecasts and financial models.
  • Conduct research and analysis to support financial planning decisions.
  • Provide exceptional client service and communication.
Requirements
  • Previous experience as a Paraplanner or in a related role.
  • Level 4 Diploma in Financial Planning or equivalent.
  • Excellent verbal and written communication skills.
  • Proficiency in financial planning software and systems.
What We Offer
  • Competitive salary between £30,000 - £40,000.
  • Employer pension contribution.
  • Generous holiday entitlement.
  • Opportunity to work in a dynamic and supportive team.


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