Financial Planning Assistant

24 hours ago


Reading, Reading, United Kingdom Premier Jobs UK Limited Full time
Job Overview

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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