Financial Planning Support Specialist
1 day ago
About Us:
Dawn Consulting (Sw) Limited, an award-winning Chartered Financial Planning firm based in the North East of England, is seeking a highly skilled Paraplanner to join their team. The successful candidate will be working closely with the Directors and Financial Planners to deliver high-quality financial advice to clients.
Role Summary:
- Provide support to the directors and financial planners in delivering high-quality financial advice to clients
- Work with them to prepare reports, statements, and other documentation as required
- Develop strong relationships with clients to understand their financial goals and objectives
Job Description:
The role involves providing administrative support to the directors and financial planners, which includes preparing reports, statements, and other documentation. This will involve working closely with the client to understand their financial goals and objectives, and developing a comprehensive understanding of their financial situation.
Required Skills and Qualifications:
- Excellent communication and interpersonal skills
- Able to work under pressure and manage multiple tasks simultaneously
- Highly organized and able to prioritize tasks effectively
Benefits:
- A competitive salary of around £25,000 - £35,000 per annum
- Ongoing training and development opportunities
- A dynamic and supportive work environment
Estimated Salary: £30,500 per annum.
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