Financial Planning Assistant
4 days ago
We are seeking a skilled Paraplanner to support our Chartered Financial Planning practice in Tunbridge Wells.
Key Responsibilities- Assist advisers in providing advice to clients, ensuring technical and practical evaluation of products.
- Develop and implement financial planning strategies to meet client objectives.
- Prepare letters, reports, and other documents as part of the advice process.
- Help advisers prepare for client meetings, including paperwork preparation.
- Update client records, analyze progress, and present information in accordance with our Annual Review Procedures.
- Ensure all dealings with clients adhere to internal and regulatory guidelines.
- Treat clients fairly, ensuring a high level of customer service.
- Contribute to the development of systems and procedures to support the above responsibilities.
- Assist with special projects as requested by the Partners.
- Minimum 2-3 years of experience as a technical paraplanner in the financial services industry.
- Knowledge and experience of personal financial planning, pre and post-retirement planning, investment funds, tax treatment, and financial planning legislation.
- Level 4 DipPFS preferable or working towards.
- Good standard of English and Mathematics.
- Excellent communication and organizational skills.
- Ability to obtain, assess, and act on information.
- Highly organized, with excellent attention to detail.
- Good working knowledge of Microsoft Office Word & Excel.
- Previous experience of Defaqto, Select a Pension, FE Analytics, and CashCalc an advantage.
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Financial Planning Assistant
1 week ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner RoleWe are seeking a skilled Paraplanner to assist our Chartered Financial Planning practice in Tunbridge Wells.Key ResponsibilitiesAssist advisers in providing advice to clients, ensuring technical and practical evaluation of products.Develop and implement financial planning strategies to meet client objectives.Prepare letters, reports, and...
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Financial Planning Assistant
1 week ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner RoleWe are seeking a skilled Paraplanner to assist our Chartered Financial Planning practice in Tunbridge Wells.Key ResponsibilitiesAssist advisers in providing advice to clients, ensuring technical and practical evaluation of products.Develop and implement financial planning strategies to meet client objectives.Prepare letters, reports, and...
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Financial Planning Assistant
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Financial Planning Assistant
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Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. This role offers a unique opportunity to work with a prestigious client, providing support to financial advisors in preparing comprehensive financial plans and investment strategies for clients. The ideal candidate will possess excellent research skills,...
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