Financial Planning Assistant
3 weeks ago
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
- 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
- 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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Financial Planning and Analysis Specialist
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Financial Assistant
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Financial Assistant
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Financial Assistant
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Financial Operations Assistant
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Financial Business Partner
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Middlesbrough, Middlesbrough, United Kingdom Marc Daniels Careers Full timeFinancial Business Partner ========================= We are seeking a highly skilled Financial Business Partner to join our team at Marc Daniels Careers. As a key member of our finance team, you will play a critical role in providing financial insights and analysis to support business decision-making. Responsibilities --------------- * Prepare and present...
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