Financial Planning Assistant
4 weeks ago
Eventus Recruitment Group is seeking an experienced Paraplanner to join a successful Financial Planning business based in the North West region. This is a fantastic opportunity to join a well-established and respected firm on a permanent full-time basis.
Key Responsibilities- Support Financial Advisers in providing, implementing, and reviewing strategies and advice to clients.
- Conduct research and reporting to clients on various financial products.
- Prepare accurate financial plans and suitability reports.
- Support Advisers in research and analysis to meet client needs and objectives.
- Develop a comprehensive understanding of Holistic Financial Planning (Lifestyle Planning).
- Manage individual workflow and delivery.
- Ensure all business conducted is done in a responsible and compliant manner.
What We Offer
- 25 days holiday + bank holidays
- Free car parking
- Flexible working policy
- Excellent pension scheme
About Us
The Eventus Recruitment Group is a leading recruitment agency specializing in the financial services sector. We pride ourselves on providing exceptional service and support to our clients and candidates.
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