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Paraplanning Support Specialist
2 months ago
The Eventus Recruitment Group is seeking a highly skilled Junior Financial Planner Assistant to join our team. As a Junior Financial Planner Assistant, you will play a crucial role in supporting our financial planning team in delivering exceptional client service and advice.
Key Responsibilities- Assist senior financial planners in preparing detailed financial plans and reports.
- Conduct research on financial products, investment strategies, and market conditions to provide recommendations to clients.
- Analyse client portfolios and provide data-driven insights to inform financial planning decisions.
- Maintain accurate and up-to-date client records and financial data, ensuring compliance with regulatory requirements.
- Provide administrative support to the financial planning team, including tasks such as data entry and document preparation.
- 1 year's experience in a paraplanning or financial planning role.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
- Ability to work independently and as part of a team, with a strong commitment to delivering high-quality results.
- A competitive salary and benefits package, including 24 days' holiday and a team bonus.
- Opportunities for professional development and career growth, with a focus on continuous learning and skill-building.
- A dynamic and supportive work environment, with a strong emphasis on teamwork and collaboration.