Financial Planning Assistant

4 weeks ago


Pontyclun, Rhondda Cynon Taf, United Kingdom Premier Jobs UK Limited Full time
Paraplanner Job Opportunity

We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing excellent financial planning solutions to our clients.

Your key responsibilities will include providing paraplanning support to our team of Financial Advisors, who offer holistic financial planning to clients. You will also be responsible for assisting with cashflow modelling to help our clients achieve their financial goals.

Key Skills and Qualifications:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Knowledge of financial planning software and tools

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment

How to Apply:

Please submit your application, including your resume and a cover letter, to us. We look forward to hearing from you.



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