Financial Planning Assistant
4 days ago
About the Role:
We are seeking a highly skilled Financial Planning Assistant to join our team at Phoenix Talent Partners. This is a fantastic opportunity for a Paraplanner to work closely with our advisers and provide crucial support and client care.
Key Responsibilities:
- Conducting thorough research to support financial planning advice
- Producing high-quality illustrations and reports
- Providing analysis of products and panels
- Working within best advice practice and regulatory standards
- Developing knowledge of financial planning, pensions, and investments
- Supporting hybrid working and study initiatives
Requirements:
- Minimum part-diploma qualified
- Experience working as a Senior Financial Planning Administrator or similar role
- Strong analytical and communication skills
What We Offer:
- A supportive and friendly team environment
- Opportunities for ongoing study and professional development
- Hybrid working arrangements
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