Financial Planning Assistant
3 weeks ago
We are partnered with a well-established Chartered financial planning firm that is seeking a Technical Sales Support / Paraplanner to assist their Financial Planner in providing expert guidance to clients.
This role involves preparing for client meetings by conducting analysis, opportunity spotting, and drafting suitability reports.
The successful candidate will have a key role in supporting the Financial Planner in delivering high-quality services to clients.
Key Responsibilities:
- Conducting analysis and opportunity spotting to support client meetings
- Drafting suitability reports to ensure high-quality services are delivered to clients
- Assisting the Financial Planner in providing expert guidance to clients
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
About the Company:
NJR Recruitment is a leading recruitment agency specializing in financial services recruitment. We are committed to providing high-quality services to our clients and candidates.
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