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Financial Planning Assistant
4 weeks ago
We are seeking a skilled Paraplanner / Trainee Paraplanner to support our team of Financial Advisers in providing a high-quality service to clients. The successful candidate will be responsible for:
Key Responsibilities:- Providing technical support to the Financial Advisers in researching new products and writing detailed suitability reports for clients.
- Assisting with the production of suitability reports for reviews and new business based on client needs.
- Supporting the Paraplanning Manager in logging incoming projects and maintaining up-to-date report templates.
The ideal candidate will have excellent analytical and communication skills, with the ability to work accurately and efficiently in a fast-paced environment. If you are a detail-oriented and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
