Financial Planning Assistant

3 weeks ago

Barnet, Greater London, United Kingdom Finlink Ltd Full time
About the Role

We are seeking an experienced Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a crucial role in supporting our advisors to deliver exceptional client service.

Key Responsibilities
  • Provide high-quality research and reporting to support the advisors in creating comprehensive financial plans for clients.
  • Assist in the preparation of client reports, ensuring accuracy and attention to detail.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and support.
  • Collaborate with the advisor team to identify opportunities for growth and development.
What We Offer
  • A competitive salary of up to £45,000, negotiable based on experience.
  • A comprehensive pension scheme.
  • Company protection policy, including life and income protection.
  • Holidays and sick pay.
  • Opportunities for career growth and development.
Requirements

To be successful in this role, you will need:

  • Experience as a Paraplanner or in a related field.
  • Excellent research and analytical skills.
  • Strong communication and interpersonal skills.
  • Ability to work effectively in a team environment.
How to Apply

If you are a motivated and experienced Paraplanner looking for a new challenge, please click the apply button to submit your application.

  • Financial Planning Assistant

    2 months ago

    Barnet, Greater London, United Kingdom NMS Recruit Full time

    About the RoleWe are partnering with a highly respected Financial Services firm to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.Key ResponsibilitiesSupport the financial planning process by providing administrative assistance.Collaborate with financial advisors to develop and implement financial plans.Conduct...

  • Financial Planning Assistant

    2 months ago

    Barnet, Greater London, United Kingdom NMS Recruit Full time

    About the RoleWe are partnering with a highly respected Financial Services firm to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.Key ResponsibilitiesSupport the financial planning process by providing administrative assistance.Collaborate with financial advisors to develop and implement financial plans.Conduct...

  • Financial Planning Assistant

    3 weeks ago

    Barnet, Greater London, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Paraplanner Job DescriptionWe are seeking a skilled and experienced Paraplanner to join our successful and growing practice at CITRUS ELITE RECRUITMENT LIMITED.About the RoleThe ideal candidate will support our financial advisers in delivering high-quality advice and services to our clients. This is a full-time, permanent position, working Monday to Friday,...

  • Financial Planning Assistant

    3 weeks ago

    Barnet, Greater London, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Paraplanner Job DescriptionWe are seeking a skilled and experienced Paraplanner to join our successful and growing practice at CITRUS ELITE RECRUITMENT LIMITED.About the RoleThe ideal candidate will support our financial advisers in delivering high-quality advice and services to our clients. This is a full-time, permanent position, working Monday to Friday,...

  • Financial Planning Assistant

    4 weeks ago

    Barnet, Greater London, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Paraplanner Job DescriptionWe are seeking a skilled and experienced Paraplanner to join our successful and growing practice at CITRUS ELITE RECRUITMENT LIMITED.About the RoleThe ideal candidate will support our financial advisers in delivering high-quality advice and services to our clients. This is a full-time, permanent position, working Monday to Friday,...

  • Financial Planning Assistant

    4 weeks ago

    Barnet, Greater London, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

    Paraplanner Job DescriptionWe are seeking a skilled and experienced Paraplanner to join our successful and growing practice at CITRUS ELITE RECRUITMENT LIMITED.About the RoleThe ideal candidate will support our financial advisers in delivering high-quality advice and services to our clients. This is a full-time, permanent position, working Monday to Friday,...

  • Financial Planning Assistant

    2 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a skilled Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. The ideal candidate will have experience in delivering accurate and compliant advice, providing technical support to advisers, and contributing to the improvement of the client experience.Key Responsibilities:Delivering high-quality advice within...

  • Financial Planning Assistant

    3 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London. The ideal candidate will have a strong background in financial planning and be able to deliver high-quality advice within agreed timescales and cost budgets.Key Responsibilities:Provide technical support to the...

  • Financial Planning Assistant

    3 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London. The ideal candidate will have a strong background in financial planning and be able to deliver high-quality advice within agreed timescales and cost budgets.Key Responsibilities:Provide technical support to the...

  • Financial Planning Assistant

    4 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London. The ideal candidate will have a strong background in financial planning and be able to deliver high-quality advice within agreed timescales and cost budgets.Key Responsibilities:Providing technical support to the...

  • Financial Planning Assistant

    3 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London. The ideal candidate will have a strong background in financial planning and be able to deliver high-quality advice within agreed timescales and cost budgets.Key Responsibilities:Providing technical support to the...

  • Financial Planning Assistant

    3 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London. The ideal candidate will have a strong background in financial planning and be able to deliver high-quality advice within agreed timescales and cost budgets.Key Responsibilities:Providing technical support to the...

  • Financial Planning Assistant

    4 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London. The ideal candidate will have a strong background in financial planning and be able to deliver high-quality advice within agreed timescales and cost budgets.Key Responsibilities:Providing technical support to the...

  • Junior Financial Planning Assistant

    2 months ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - Financial ServicesArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team, providing support to their financial services division.Delivering high-quality, compliant financial advice and documentation within agreed timescales and budget constraintsProviding technical expertise to the financial...

  • Junior Financial Planning Assistant

    2 months ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - Financial ServicesArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team, providing support to their financial services division.Delivering high-quality, compliant financial advice and documentation within agreed timescales and budget constraintsProviding technical expertise to the financial...

  • Financial Planning Assistant

    1 month ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner OpportunityWe are seeking a skilled Junior Paraplanner to support our team in Barnet, North London.Key ResponsibilitiesDeliver high-quality, compliant advice within agreed timelines and budget constraintsProvide technical expertise to the adviser teamAct as a liaison between adviser and support teamsContribute to enhancing the client...

  • Financial Planning Assistant

    1 month ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner OpportunityWe are seeking a skilled Junior Paraplanner to support our team in Barnet, North London.Key ResponsibilitiesDeliver high-quality, compliant advice within agreed timelines and budget constraintsProvide technical expertise to the adviser teamAct as a liaison between adviser and support teamsContribute to enhancing the client...

  • Financial Planning Assistant

    2 weeks ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner OpportunityArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to support their team in Barnet, North London.Key Responsibilities:Deliver high-quality, compliant advice within agreed timelines and budget constraintsProvide technical expertise to the adviser teamAct as a liaison between adviser and support...

  • Financial Planning Assistant

    1 month ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London.Key Responsibilities:Deliver high-quality, compliant advice within agreed timelines and budget constraintsProvide technical support to the adviser teamAct as a liaison between adviser and support teamsContribute to...

  • Financial Planning Assistant

    1 month ago

    Barnet, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Junior Paraplanner - BarnetArtemis Recruitment Consultants Ltd is seeking a skilled Junior Paraplanner to join their team in Barnet, North London.Key Responsibilities:Deliver high-quality, compliant advice within agreed timelines and budget constraintsProvide technical support to the adviser teamAct as a liaison between adviser and support teamsContribute to...