Financial Planning Assistant
3 weeks ago
As a pivotal member of the team, you will be responsible for client reports, platform work & analysis, and providing full Paraplanner support to Financial Planners.
The role offers a competitive salary of up to £36,000 per annum, flexible hours, free parking, and support with further exams.
We are looking for a candidate with at least 2 years of experience as a Paraplanner within an IFA/Wealth firm, a Level 4 Diploma, and good knowledge of the financial planning process.
Additionally, you should be able to produce high-quality technical client reports, have good IT skills, and a high level of accuracy.
If you are a motivated and organized individual looking to take your career to the next level, please apply for this exciting opportunity.
Key Responsibilities:
* Client reports and platform work
* Analysis and support for Financial Planners
* Maintaining accurate records and reports
Requirements:
* 2+ years of experience as a Paraplanner in an IFA/Wealth firm
* Level 4 Diploma
* Good knowledge of the financial planning process
* High-quality technical client report production
* Good IT skills
* High level of accuracy
What We Offer:
* Competitive salary of up to £36,000 per annum
* Flexible hours
* Free parking
* Support with further exams
* Opportunity to work with a successful team in a dynamic environment
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