Financial Planning Specialist

1 month ago


Barnet, Greater London, United Kingdom NMS Recruit Full time
Paraplanner Opportunity

We are partnering with a highly respected Financial Services firm based in Barnet to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.

About the Role

This is a career-defining opportunity for a motivated and results-oriented finance professional. The support and growth opportunities here are unparalleled, with a focus on internal progression and staff development.

Key Responsibilities
  • Create plans and reports to drive business growth
  • Gather information and build relationships with clients and stakeholders
  • Collaborate with others to achieve business objectives
  • Analyse financial data to inform business decisions
  • Use IT tools for financial solutions to improve efficiency
  • Evaluate financial information to identify trends and opportunities
  • Meet deadlines and deliver high-quality results
  • Communicate effectively with clients and stakeholders
  • Improve processes and work collaboratively to achieve business goals
Requirements
  • CII diploma qualified
  • Previous experience in a financial services environment is desirable
  • Proficiency in IT tools including Excel, Word, and Outlook
  • Strong analytical skills to evaluate financial data and trends
  • Excellent organisational abilities to manage multiple tasks efficiently
  • Knowledge of financial planning principles is advantageous

If you are a highly motivated and results-oriented finance professional with a passion for driving business growth, we encourage you to apply.



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