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Financial Planning Assistant
2 months ago
We are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.
Key Responsibilities- Collaborate with financial planners to create comprehensive financial plans for clients
- Develop and maintain accurate cashflow forecasts and suitability reports
- Conduct research and analysis to support financial planning decisions
- Provide exceptional client service and support to ensure client satisfaction
- Competitive salary between £30,000 - £40,000 (depending on skill set and experience)
- Employer's pension contribution
- Generous holiday entitlement
- 3 x Death in Service
- Opportunity to work in a dynamic and forward-thinking company
- Previous experience as a Paraplanner
- Level 4 Diploma Qualified
- Exposure to different software's, systems and technologies
- Excellent verbal and written communication skills
We are a specialist recruitment agency in the financial services sector, with a strong reputation for delivering exceptional results. Our team is dedicated to providing a personalized service to both clients and candidates, and we take pride in our commitment to excellence.
