Financial Planning Assistant

2 days ago


Worthing, West Sussex, United Kingdom Recruit UK Full time
{"title":"Paraplanner","description":"Financial Planning Role

We are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in helping clients achieve their financial goals by delivering high-quality technical support and well-researched solutions.

Key Responsibilities:
  • Conduct in-depth research and analysis on financial products and strategies to provide informed recommendations to clients.
  • Prepare detailed reports, including cash flow forecasts and recommendations, to support clients in making informed decisions.
  • Assist in the development of financial plans tailored to individual client needs, ensuring all documentation is accurate and compliant.
  • Support financial advisers in client meetings and manage follow-up actions to ensure seamless client service.
Requirements:
  • Previous experience as a Paraplanner or in a related financial services role.
  • Strong knowledge of investment, pension, and protection products, as well as the ability to interpret financial information and present it clearly.
  • Proficiency in financial planning software, such as Voyant or XPlan, and relevant qualifications, such as the CII Diploma in Regulated Financial Planning.
What We Offer:
  • A competitive salary up to £55,000, depending on qualifications and experience.
  • Opportunities for continuous professional development and training to enhance your skills and knowledge.
  • A supportive and collaborative working environment, with flexible working options and a range of benefits.

If you are passionate about delivering exceptional client service and are looking for a challenging and rewarding role, we encourage you to apply for this exciting opportunity."}



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