Financial Services Assistant

15 hours ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time
Financial Planning Assistant Opportunity

We are seeking a talented and ambitious individual to join our team as a Paraplanner. In this exciting role, you will play a vital part in supporting our Financial Advisors as they strive to deliver exceptional financial planning services to clients.

As a key contributor to our Financial Services team, you will have the opportunity to develop your skills and expertise while working collaboratively with experienced professionals. Your ability to analyze complex data and communicate effectively will be essential in this role.

Duties and responsibilities of this position include:

  • Offering paraplanning support to Financial Advisors
  • Contributing to the development of comprehensive financial plans
  • Collaborating on cashflow modelling projects for clients

We value diversity and inclusion in our workplace and are committed to providing a supportive environment that promotes growth and development. The successful candidate will have the opportunity to work closely with our team and make a valuable contribution to our organization's success.

The estimated salary for this position is £40,500 per annum, based on industry standards for similar roles in the Wirral area.



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