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Financial Support Specialist
2 months ago
Puro Accountancy is seeking a skilled Paraplanning Professional to join our team. As a key member of our financial services team, you will play a crucial role in supporting our advisors by providing high-quality, detailed financial reports and research.
Key Responsibilities- Provide financial support to our advisors, including preparing detailed financial reports and conducting research.
- Work closely with our team to ensure seamless delivery of advice and service to our clients.
- Develop and maintain strong relationships with our clients, understanding their financial needs and goals.
- Stay up-to-date with industry developments and best practices, applying this knowledge to improve our services.
- Proven experience as a paraplanner or in a similar financial support role.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to organise and prioritise workload effectively.
- DipPFS qualified or working towards.
- Previous experience of working within a financial services firm.
- Competitive salary: up to £36,000 based on experience.
- Exceptional benefits package, including bi-annual bonuses, pension, exam support if required, and 25 days annual leave.
- Central location with great access to public transport.
