Financial Planning Assistant

1 day ago


Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000
Join Our Team as a Financial Paraplanner

We are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research.

Key Responsibilities:
  • Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.
  • Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards.
  • Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience.
  • Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards.
  • Support Financial Planners and colleagues by addressing technical queries, sharing expertise, and contributing to the improvement of internal processes and standards.

We offer a competitive salary and benefits package, including 25 days annual leave, all exams and training paid for, car park season ticket paid for, 5% employer pension contribution, electric car scheme, and flexible working arrangements available around client meetings.

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity. Please submit your application, including your CV and a cover letter, to Antony George Recruitment.



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