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Financial Planning Manager
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Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time{"h1": "Financial Planning Manager", "p": "At Evelyn Partners, we're seeking a skilled Financial Planning Manager to join our team. As a key member of our Strategic Finance Team, you'll play a vital role in helping our clients achieve their financial objectives. Your key responsibilities will include: * Monitoring team performance and executing the annual...
Financial Planning Specialist
2 months ago
Job Title: Paraplanner
Industry: Financial Services
Location: Remote
Salary: £40,000 - £47,000
Job Type: Full-time
About the Role:
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 advisors in providing exceptional client service.
Key Responsibilities:
- Assist in the preparation of suitability reports for clients
- Conduct research on financial products to support business development
- Develop and maintain cash flow models for clients
- Attend client meetings as required to provide support and guidance
- Provide technical support to financial advisors and the back office team
Benefits:
- Competitive salary of up to £47,000 (dependent on experience)
- Discretionary bonus scheme
- Opportunities for career development and progression
- Flexible working arrangements
- 20 days annual leave + bank holidays + Christmas closure
- Buy/sell holiday scheme
- 5% pension contribution