Financial Planning Assistant

5 days ago


Nottingham, Nottingham, United Kingdom Distinct Recruitment Full time
About the Role

We are seeking a highly skilled Paraplanner to join our team at Distinct Recruitment. As a key member of our admin team, you will work closely with our Financial Planners to assist with advising clients and creating comprehensive financial plans.

Key Responsibilities
  • Assist Financial Planners in advising clients on investment, pension, and life assurance products.
  • Develop and maintain accurate and up-to-date financial plans and reviews for clients.
  • Collaborate with the team to ensure timely and efficient delivery of financial plans and reviews.
Requirements
  • 3+ years of experience in Paraplanning with a strong understanding of investments, pensions, and life assurance products.
  • Diploma status in a relevant field.
  • Excellent technical skills, including proficiency in Excel and cashflow forecasting systems.
  • Strong attention to detail, organizational skills, and problem-solving approach.
  • Professional communication skills with the ability to work effectively with clients and colleagues.
What We Offer

As a Paraplanner at Distinct Recruitment, you will enjoy a hybrid working arrangement, excellent benefits package, and opportunities for professional growth and development.



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