Financial Planning Specialist
1 month ago
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 RoleThis 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
- 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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