Financial Planning Assistant

4 days ago


Worksop, Nottinghamshire, United Kingdom Phoenix Talent Partners Full time

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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