Financial Planning Assistant

3 weeks ago


City of London, United Kingdom Equity and General Full time
Job Overview

A Paraplanner is needed at Equity and General. We are seeking a professional with several years of experience in paraplanning and preferably some advancement towards the Level 4 Diploma. This role offers a supportive and collaborative working atmosphere, with the option for hybrid working arrangements. The salary range is between £30,000 and £40,000, contingent on experience.

Key Responsibilities:

  • Assist our financial advisers in preparing comprehensive and compliant reports.
  • Demonstrate efficiency in report generation and documentation.
  • Support the advisory team with research and analysis.

Qualifications:

  • Experience in paraplanning is essential.
  • Progress towards Level 4 Diploma is advantageous.

If you possess the necessary skills and experience, we encourage you to consider this opportunity with Equity and General.



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