Financial Planning Assistant
3 weeks ago
Company Overview
facilit8 Business Support is dedicated to providing exceptional, tailored business assistance to driven financial advisers, planners, and mortgage brokers. Our offerings are crafted to enable our clients to optimize their time, concentrate on their primary functions, expand their operations without the necessity for extra personnel, and attain a more favorable work-life balance.
Position Overview
This is a full-time remote opportunity for a Paraplanner at facilit8 Business Support. The Paraplanner will play a crucial role in assisting our financial adviser clients to document compliant financial advice and ensure high-quality submissions for compliance purposes.
Key Qualifications
- Expertise in Financial Planning and Investments
- Strong Analytical Skills and Financial Knowledge
- Proficiency in Report Writing
- Meticulous attention to detail and precision
- Outstanding communication and interpersonal skills
- Capability to work autonomously and collaboratively within a remote team
- Relevant qualifications, such as a Level 4 diploma, are essential
Compensation and Benefits
- Salary: £25,500 - £38,000 per annum (commensurate with experience)
- Remote Work Flexibility
- Fixed Flexible Working Hours - between 7am and 7pm, Monday to Friday
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