Financial Planning Assistant
14 hours ago
{"h1": "Paraplanner Job Description", "p": "At Antony George Recruitment, we are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research. Your efficiency and accuracy will ensure that the team operates smoothly and that financial plans are executed effectively.", "ul": [{"li": "Client File Management: Prepare and maintain accurate client files, ensuring all necessary documentation is compliant and up-to-date."}, {"li": "Financial Plan Development: Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations."}, {"li": "Ongoing Client Reviews: Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards."}, {"li": "Client Support and Communication: Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience."}, {"li": "Compliance and Due Diligence: Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards."}, {"li": "Team Collaboration and Development: Support Financial Planners and colleagues by addressing technical queries, sharing expertise, and contributing to the improvement of internal processes and standards."}], "h2": "Requirements", "p": "To be successful in this role, you will need to have a strong technical knowledge and analytical skills, excellent organisational and multitasking abilities, and the ability to work collaboratively and support team members. A minimum of 3 years' experience and a Diploma in Financial Planning (DipPFS) are also required.", "h2": "What We Offer", "p": "As a Paraplanner at Antony George Recruitment, you will receive a competitive salary, 25 days annual leave, and a range of benefits including a car park season ticket, 5% employer pension contribution, and profit share. Flexible working arrangements are also available around client meetings.", "p": "If you are a motivated and detail-oriented individual with a passion for financial planning, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact information]."}
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Financial Planning Assistant
1 day ago
Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Financial Planning Assistant
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Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Financial Planning Assistant
1 day ago
Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Financial Planning Assistant
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Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Maldon, Essex, United Kingdom Antony George Recruitment Full time{"title": "Paraplanner", "description": "About Our ClientOur client is a pioneering company that is revolutionizing retirement planning with a bold and innovative approach. They craft personalized lifestyle financial plans that transform retirement dreams into reality.With a passion for excellence and a commitment to delivering exceptional results, our...
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