Financial Planning Assistant
4 weeks ago
As a Paraplanner with North Oak Recruitment, you will have the opportunity to work in a hybrid environment, splitting your time between our office and working from home. This role is ideal for those seeking a flexible schedule and a chance to work in a dynamic team.
Key Responsibilities:
Analyse existing client holdings, including contract features, fund, and charges analysis.
Create illustrations for new business, supporting research and providing valuable insights.
Produce cash flow analysis where relevant, supporting research and driving business growth.
Input data onto Adviser Office where needed, ensuring seamless communication and collaboration.
What We Offer:
A supportive and dynamic team environment.
Opportunities for professional growth and development.
A competitive salary and benefits package.
Flexible working hours, allowing you to achieve a better work-life balance.
Full Privacy Notice:
Our full privacy notice can be found on our website, outlining our commitment to protecting your personal data.
Contact Us:
For more information about this role or to discuss your application, please contact us at North Oak Recruitment.
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