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Financial Planner Assistant

2 months ago

Leeds, Leeds, United Kingdom GCB Recruitment Full time
{"title": "Paraplanner Role", "subtitle": "Join our team as a Paraplanner and contribute to the success of our clients in the Leeds area.", "content": "

We are seeking a skilled Paraplanner to assist our Financial Adviser/Planner in establishing new client relationships and assessing clients\u2019 financial circumstances.

The successful candidate will be responsible for preparing financial statements, carrying out research, and proposing financial solutions that meet clients\u2019 goals, needs, and objectives.

Key responsibilities include:

  • Assisting the Financial Adviser/Planner in establishing new client relationships.
  • Assessing clients\u2019 financial circumstances.
  • Preparing financial statements to support the development of clients\u2019 financial strategies.
  • Carrying out research and analysing products and services that are appropriate to each client\u2019s financial circumstances.
  • Proposing and drafting financial solutions that meet clients\u2019 goals, needs, and objectives.
  • Assisting with the accurate completion of application and proposal forms.
  • Implementing actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
  • Supporting the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.

We offer a competitive salary, discretionary bonus, and a range of benefits, including 25 days\u2019 leave plus bank holidays and a health package.

Requirements for the role include:

  • Ideally qualified (minimum RO1).
  • Experience in the role.
  • Strong ability to write reports.
  • Good technical knowledge.

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

", "requirements": "

Requirements for the role include:

  • Ideally qualified (minimum RO1).
  • Experience in the role.
  • Strong ability to write reports.
  • Good technical knowledge.
", "benefits": "

We offer a competitive salary, discretionary bonus, and a range of benefits, including 25 days\u2019 leave plus bank holidays and a health package.

", "contact": "Please note that due to the high volume of applications, we will only contact successful candidates. If you have not been contacted within 7 days, please consider your application unsuccessful.", "company": "GCB Recruitment"}