Financial Planning Assistant

2 weeks ago


Hessle, United Kingdom NGC Wealth Management Full time
About the Role

We are seeking an experienced Paraplanner to join our team at NGC Wealth Management. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners in preparing client financial plans, reports, research, and analysis.

Key Responsibilities
  • Process new business opportunities and manage client relationships
  • Deal with client queries and provide excellent customer service
  • Follow up on business leads and identify new opportunities
  • Manage research and analysis of financial products and services
  • Analyze and use technical data to support client reports and recommendations
  • Write reports and proofread using our business-approved systems
  • Act as the main point of contact and deal effectively with client queries
  • Create and maintain client folders and records
  • Liaise with a variety of providers and stakeholders
  • Respond to quality assurance feedback in a timely and responsible manner
  • Support the management of the office environment, including stationery, equipment, and other resources
What We Offer
  • Flexible working hours to suit your needs, with a minimum of 15 hours per week
  • 15 days holiday per annum plus Bank Holidays
  • The opportunity to grow and shape your role within our company
  • Ongoing development and progression, including study support if required
  • Pension scheme
  • A high-quality office base at a convenient location
Requirements

To be successful in this role, you will need to have previous experience working as a Paraplanner and a strong knowledge of pensions, investments, and other financial products. Ideally, you will be Diploma qualified or working towards a relevant Level 4 qualification. You will be able to demonstrate strong attention to detail, excellent communication skills, and proofreading skills. You will also need to be able to effectively plan and organize your workload and have the initiative to resolve issues quickly in an appropriate manner.



  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    Job DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at NGC Wealth Management, a growing Chartered Financial Planning firm based in the UK. As a key member of our team, you will play a vital role in providing specialist pension and investment advice to our clients.The main purpose of this role will be to assist our Financial...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    Job DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at NGC Wealth Management, a growing Chartered Financial Planning firm based in the UK. As a key member of our team, you will play a vital role in providing specialist pension and investment advice to our clients.The main purpose of this role will be to assist our Financial...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    About NGC Wealth ManagementWe are a growing, specialist financial planning firm providing expert advice to clients in the local area and beyond. Our team is dedicated to delivering high-quality services and building long-term relationships with our clients.Job SummaryWe are seeking an experienced paraplanner to join our team. The main purpose of the role...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    About NGC Wealth ManagementWe are a growing, specialist financial planning firm providing expert advice to clients in the local area and beyond. Our team is dedicated to delivering high-quality services and building long-term relationships with our clients.Job SummaryWe are seeking an experienced paraplanner to join our team. The main purpose of the role...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team at NGC Wealth Management, a growing and reputable Chartered Financial Planning firm based in the UK.The main purpose of the role will be to provide specialist pension and investment advice to clients, utilizing your expertise in financial planning and paraplanning to deliver exceptional...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...


  • Hessle and Hill Top, United Kingdom Kingswood Group Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    Job OverviewWe are a growing financial services firm, NGC Wealth Management, providing specialist advice to clients. We are seeking an experienced professional to join our team as a Paraplanner.Main Responsibilities:Supporting financial planners in the preparation of client reports and presentationsAssisting in the analysis of client data and market...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    About NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...


  • Hessle and Hill Top, United Kingdom NGC Wealth Management Full time

    About NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...


  • Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll be responsible for developing new business and growing our existing client...


  • Hessle and Hill Top, United Kingdom Exchange Street Claims ltd Full time

    Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll be responsible for developing new business and growing our existing client...

  • Accounts Assistant

    3 months ago


    Hessle, United Kingdom Drive Motor Retail Ltd Full time

    Join a successful team at Drive Motor Retail in Hull! We are looking for an Accounts Assistant who is passionate about playing a crucial role in supporting the financial operations of Drive Motor Retail. You would be supporting the business with bookkeeping, invoicing and billing, accounts receivable, accounts payable, financial reporting and expense...


  • Hessle, United Kingdom Hull Business Training Centre Full time

    ARE YOU WANTING TO GET INTO THE FINANCIAL SERVICES INDUSTRY? ARE YOU BRILLIANT AT MATHS AND HIGHLY ORGANISED? KEY RESPONSIBILITIES General administration duties i.e. filing, photocopying, scanning, shredding Sorting and distributing the post Answering and transferring telephone calls and taking down messages Dealing with insurance companies Writing...

  • Finance Assistant

    3 months ago


    Hessle, United Kingdom MS3 Networks Limited Full time

    **Job Title: Finance Assistant** **Reporting to: Financial Controller** **Contract Period: 2 months** **Job Purpose**: The purpose of the Finance Assistant is to fully support the finance team by ensuring day to day transactions are accurate and up to date, including the processing of sales and purchase invoices. **About MS3 Networks**:MS3 is a fibre...

  • Financial Planner

    3 months ago


    Hessle, United Kingdom MI Search Ltd Full time

    This national / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in the Hull area, working out of their offices in Hessle. In this role you will be given a substantial and established portfolio of clients to advise, local administration and also paraplanning...


  • Hessle, United Kingdom MS3 Networks Limited Full time

    **Position: Senior Finance Assistant** **Location: MS3 Networks, Owen House, Owen Avenue, Hessle / Hybrid** **A bit about us**:MS3 is a fibre network operator based in the Kingston-Upon-Hull area with plans to pass over 500,000 homes and businesses with full fibre. As a wholesale-only provider, MS3 will enable its existing and future ISP clients to provide...


  • Hessle, United Kingdom Age Uk Part time

    Age UK is recruiting! With over 250 locations across the UK, our stores raise funds for some of the incredible services and support provided by the charity. We have an exciting opportunity to join our fantastic Hessle team as an Assistant Manager. Our amazing Assistant Managers support our Store Managers in all aspects of the business, helping to guide and...


  • Hessle and Hill Top, United Kingdom Edwards & Pearce Limited Full time

    Position OverviewWe are excited to present a Financial Management Specialist opportunity within a dynamic and supportive team environment. This role is ideal for individuals seeking to contribute to a forward-thinking organization in a modern office setting.COMPENSATION AND PERKS:Enjoy a generous leave policy with 25 days of annual leave in addition to...

  • Care Assistant

    3 months ago


    Hessle, United Kingdom St Marys Care Homes Full time

    **Home Name: St Marys Riverside Care Home** **Location: Hessle, HU13 0DF** **Contract Type: Permanent, Days** **Job Title: Care Assistant** **About the company**: Our homes provide a range of care and support services for our residents, some of whom live with dementia. St Marys colleagues make a major difference in residents’ lives, providing the...