Financial Planning Assistant

5 days ago


Staffordshire, United Kingdom Uniting People Full time

Role Overview

Uniting People is seeking a skilled Paraplanning Professional to support a Financial Adviser in providing comprehensive financial planning services to a wide client portfolio.

Key Responsibilities

  • Assist in the development of personalised financial plans for clients
  • Conduct research and interpret data to inform financial planning decisions
  • Manage all documents required for various industry regulations
  • Utilise various platforms to research, collate data, and produce detailed case reports
  • Stay up to date with industry regulations and compliance requirements

Requirements

  • Qualifications in Financial Planning are essential
  • Proven background in Paraplanning is essential
  • Excellent communication and numeric skills
  • Strong team player with a strong work ethic

Benefits

  • Company pension
  • 28 days holiday inc bank holidays
  • Birthday off
  • Free parking
  • Company events
  • Healthcare after probation
  • Training and qualification opportunities

About Uniting People

Uniting People is a growing firm with strong growth plans, offering a challenging and busy role with scope to develop.



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