Financial Planning Assistant

4 days ago

Portsmouth, Portsmouth, United Kingdom Recruit UK Full time

Exciting Opportunity for a Paraplanner

Recruit UK is delighted to present a fantastic opportunity for an experienced Paraplanner to join a successful Financial Planning firm in the UK. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the country.

About the Role

  • Conduct thorough research on clients' financial arrangements and analyse investment and client data to inform financial planning strategies.
  • Construct comprehensive financial planning reports and research the financial product marketplace to identify suitable solutions.
  • Assist Financial Planners in preparing for client meetings and maintain compliant records to ensure seamless client service.
  • Work collaboratively with the team to deliver exceptional client service and perform general office administration tasks as required.
  • Maintain and update back-office systems and platforms to ensure efficient operations.

Benefits

  • A competitive salary and opportunities for career advancement in a dynamic and supportive environment.
  • The chance to work with a reputable and well-established Financial Planning firm, delivering exceptional financial advice to a diverse client base.
  • A collaborative and supportive team environment, with opportunities for professional growth and development.

Requirements

  • Relevant experience in a Paraplanning role, with a strong understanding of financial planning principles and practices.
  • Excellent analytical and communication skills, with the ability to work effectively in a team environment.
  • Proficiency in back-office systems and platforms, with a willingness to learn and adapt to new technologies.

How to Apply

For more information and to apply for this exciting opportunity, please contact Recruit UK.

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