Financial Planning Assistant

3 weeks ago


Middlesbrough, Middlesbrough, United Kingdom Insurance Recruitment Services Full time
Paraplanner Job Description

We are seeking a skilled Paraplanner to support our financial advisors in delivering bespoke solutions to clients. The successful candidate will have a strong understanding of the financial planning process and be able to interpret client information to contribute to the formulation of suitable strategies.

Key Responsibilities:
  • Support financial advisors in the delivery of financial advice to clients
  • Collate and interpret client information to inform strategy development
  • Prepare suitability reports and presentations
  • Identify potential issues with proposed solutions and escalate as necessary
  • Perform other administrative tasks as required
Requirements:
  • Good knowledge of financial planning and compliance
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong IT skills and ability to learn new systems
  • Relevant qualifications, such as a Diploma in Financial Planning
Benefits:
  • Hybrid working arrangement
  • Incentive scheme
  • Bonus
  • Birthday off
  • Talent Pipeline programme
  • Quarterly recognition awards
  • Pensions
  • Tech Scheme
  • Cycle to work scheme
  • Onsite Parking

For more information, please contact Rianne Desouza-Burke.



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