Financial Planning Assistant
24 hours ago
This exciting opportunity is available for a skilled Paraplanner to join a growing company in the financial services sector.
As a key member of the team, you will provide essential support to Financial Advisors in delivering high-quality financial planning solutions to clients.
The role involves assisting with cashflow modelling, ensuring that clients receive tailored advice to meet their financial needs.
With a focus on providing exceptional service, you will work closely with the team to build strong relationships with clients and contribute to the company's growth and success.
Key Responsibilities:
- Provide paraplanning support to Financial Advisors
- Assist with cashflow modelling and financial planning
- Contribute to the development of financial planning solutions
- Build strong relationships with clients and colleagues
About the Company:
Premier Jobs UK Limited is a leading provider of financial services, dedicated to delivering exceptional results for clients. We are committed to fostering a collaborative and supportive work environment, where our team members can thrive and grow.
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
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