Senior Financial Planning Assistant
4 weeks ago
We are seeking a skilled Paraplanner to join our team at Antony George Recruitment. As a Senior Financial Planning Assistant, you will play a key role in delivering high-quality financial planning solutions to our clients.
Your primary responsibilities will include creating tailored financial plans, conducting technical research and calculations, and supporting clients through key life events. You will also collaborate with Financial Planners to develop and implement financial strategies.
In addition to your technical expertise, you will possess excellent organisational abilities, attention to detail, and accuracy. You will be responsible for assisting with client file management, technical queries, and process improvement.
The ideal candidate will have a strong understanding of financial planning principles and practices. A Diploma in Financial Planning (DipPFS) is required, and minimum 3 years' experience in financial planning is preferred.
This is an exciting opportunity to work with a reputable firm like Antony George Recruitment. If you are passionate about delivering exceptional service and building long-term relationships with clients, we encourage you to apply.
Salary: £31,000-£47,000 per annum
- 25 days annual leave
- The week off between Christmas and New Year
- Never work your birthday
- Half a day off for personal appointments
- Optional PMI
- All exams and Training paid for
- CII Membership paid for
- NextGen Membership paid for
- Car park season ticket paid for
- 5% employer pension contribution
- Profit share
- 4x Death in Service
- Electric car scheme
- Flexible working arrangements available
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