Financial Planner Assistant

3 weeks ago


Barnet, Greater London, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full time

We are seeking a skilled and CII diploma qualified Paraplanner to support our financial advisers in providing expert financial planning services to our clients.

The ideal candidate will have a strong understanding of financial planning principles and be able to assist in the preparation of financial plans, investment reports, and other related documents.

Additionally, the successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues alike.

We are looking for someone who is close to being diploma qualified, with at least 2-3 RO exams under their belt, and who has a strong passion for delivering exceptional client service.

As a key member of our team, the Paraplanner will play a vital role in helping us to achieve our goal of providing outstanding financial planning services to our clients.



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