Senior Financial Planning Assistant

2 days ago


Crawley, West Sussex, United Kingdom Nelson Scott Full time
About the Role

Nelson Scott is seeking a highly skilled Paraplanner to join our team. This role involves preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date.

Key Responsibilities:

  • Prepare comprehensive suitability reports for various advice types, financial products, and investment solutions
  • Perform thorough technical research to support clients' financial planning needs
  • Maintain accurate and up-to-date client records, including Know Your Client information
  • Collaborate with Financial Planners to achieve optimal client outcomes
  • Attend client meetings to provide support in delivering cashflow modelling services, as required
  • Manage personal workload to meet performance targets
  • Communicate effectively with Financial Planners to coordinate delivery dates

Required Skills and Qualifications:

  • Level 4 Diploma in Financial Planning (DipPFS) or higher
  • Strong desire to develop professionally and pursue relevant examinations for Chartered status

Estimated Salary: £35,000 - £45,000 per annum, depending on experience.


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