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Financial Planning Assistant
2 months ago
We are seeking a skilled Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.
Key Responsibilities- Collaborate with financial planners to create comprehensive financial plans and suitability reports.
- Develop and maintain accurate cash flow forecasts and financial models.
- Conduct research and analysis to support financial planning decisions.
- Provide exceptional client service and communication.
- Previous experience as a Paraplanner or in a related role.
- Level 4 Diploma in Financial Planning or equivalent.
- Excellent verbal and written communication skills.
- Proficiency in financial planning software and systems.
- Competitive salary between £30,000 - £40,000.
- Employer pension contribution.
- Generous holiday entitlement.
- Opportunity to work in a dynamic and supportive team.
