Financial Planning Assistant

7 days ago


Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full time
Paraplanner Role

We are seeking a skilled Paraplanner to join our team at Uniting People. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial and tax planning services to our clients.

Key Responsibilities:
  • Assist in the development of personalized financial plans for clients, working closely with them to understand their needs and goals.
  • Conduct research and analyze data to identify suitable financial products and solutions for clients.
  • Prepare detailed case reports, research, and illustrations to support client meetings and presentations.
  • Stay up-to-date with industry regulations and compliance requirements, ensuring that all work is completed to the highest standards.
  • Utilize various platforms, such as IO, Dynamic Planner, and FE Analytics, to research, collate data, and scenario plan.
Requirements:
  • Qualifications in Financial Planning, such as the CII Certificate or Diploma in Financial Planning, DipPP, or DipPFS.
  • Proven background in Paraplanning, with excellent communication and numeric skills.
  • Strong team player with the ability to work well under pressure to meet deadlines.
  • Strong work ethic and a commitment to delivering high-quality work.
  • Tech-savvy with experience using various platforms and software.
What We Offer:
  • Company pension scheme.
  • 28 days holiday, including bank holidays.
  • Birthday off.
  • Free parking.
  • Company events.
  • Healthcare after probation.
  • Training and qualification opportunities.


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