Financial Planner Assistant
1 month ago
We are seeking a skilled and CII diploma qualified Paraplanner to support our financial advisers in providing expert advice to clients.
The ideal candidate will have a strong understanding of financial planning principles and be able to assist in the preparation of financial plans and reports.
Experience with RO exams is essential, with a minimum of 2-3 exams completed. A strong work ethic and ability to work independently are also required.
We are a successful and growing practice, and this role will play a key part in our continued success.
Key Responsibilities:
- Assist financial advisers in the preparation of financial plans and reports
- Support the development of financial planning strategies
- Contribute to the growth and success of our practice
What We Offer:
- A competitive salary and benefits package
- Ongoing training and development opportunities
- A dynamic and supportive work environment
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