Financial Planning Assistant

4 weeks ago


Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time
Paraplanner Job Opportunity

We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing high-quality financial planning services to our clients.

Key Responsibilities:
  • Prepare and maintain client files and reviews
  • Build and analyze cash flow models
  • Conduct research to identify suitable financial planning solutions
  • Prepare recommendations and suitability reports
  • Identify areas for further financial planning
  • Establish and build strong relationships with clients
Requirements:
  • 3+ years of experience as a Paraplanner
  • Excellent suitability report writing skills
  • Experience with cash flow modeling is a plus
  • Diploma in Financial Planning or close to completion is preferred
What We Offer:
  • Salary up to £40,000 depending on experience
  • Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
  • Excellent ongoing employee well-being programs
  • Hybrid working arrangement

At Premier Jobs UK Limited, we value our employees and strive to create a positive and inclusive work environment. If you are a motivated and enthusiastic individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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