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Financial Planning Assistant
2 months ago
We are seeking a highly skilled Paraplanner to join our team at Distinct Recruitment. As a key member of our admin team, you will work closely with our Financial Planners to assist with advising clients and creating comprehensive financial plans.
Key Responsibilities- Assist Financial Planners in advising clients on investment, pension, and life assurance products.
- Develop and maintain accurate and up-to-date financial plans and reviews for clients.
- Collaborate with the team to ensure timely and efficient delivery of financial plans and reviews.
- 3+ years of experience in Paraplanning with a strong understanding of investments, pensions, and life assurance products.
- Diploma status in a relevant field.
- Excellent technical skills, including proficiency in Excel and cashflow forecasting systems.
- Strong attention to detail, organizational skills, and problem-solving approach.
- Professional communication skills with the ability to work effectively with clients and colleagues.
We offer a competitive benefits package, including 26 days holiday, free on-site parking, pension, life assurance, online GP, and company mobile phone. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply today.
