Financial Planning Assistant
4 days ago
We are working with a leading chartered Financial Planning firm to find a skilled Paraplanner to join their Bishops Stortford office.
About the RoleThe successful candidate will provide support in relation to all Paraplanning activities throughout the firm, working closely with a team that champions progression and prioritizes a positive working environment.
Key Responsibilities- Assist in the preparation of financial plans and reports
- Provide administrative support to the Paraplanning team
- Develop and maintain knowledge of financial products and services
- Work closely with the team to deliver high-quality results
- At least 2-3 years of experience as a Paraplanner
- Working towards or having obtained the Level 4 qualification in Financial Planning
- Excellent IT skills and attention to detail
- Strong knowledge of financial products and services
A competitive starting salary, flexible working hours, and a comprehensive benefits package, including 25 days of annual leave and an EAP system.
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