Financial Planning Assistant

4 days 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 Paraplanner, you will be responsible for providing high-quality support to a team of Financial Advisors, assisting them in delivering exceptional financial planning solutions to clients.

The ideal candidate will have excellent communication skills, a strong understanding of financial planning concepts, and the ability to work effectively in a team environment.

Key Responsibilities:

  • Provide paraplanning support to Financial Advisors
  • Assist in the preparation of financial plans and cashflow models
  • Collaborate with the team to deliver excellent client service

Requirements:

  • Strong understanding of financial planning concepts
  • Excellent communication and teamwork skills
  • Ability to work in a fast-paced environment

About Premier Jobs UK Limited:

Premier Jobs UK Limited is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service to our clients and candidates.


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