Financial Planning Associate

4 weeks ago


Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time
Job Overview

This role presents an opportunity to contribute to a rapidly growing financial planning firm in Doncaster.

As a Paraplanner, you will provide a comprehensive support function to Financial Advisors, ensuring exceptional client service and compliance.

The business is investing in a 2:1 ratio of back-office team to Financial Advisors, creating a dynamic and supportive environment.

Your key responsibilities will include:

  • Delivering a full paraplanning function to ensure seamless client service and compliance.
  • Collaborating with Financial Advisors to provide expert support and guidance.
  • Contributing to the development of a robust infrastructure to drive business growth.

This is an exciting opportunity to join a forward-thinking organization and make a meaningful impact in the financial planning sector.

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