Financial Planning Assistant
5 days ago
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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