Financial Planning Assistant
7 days ago
We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a key member of our financial planning team, you will play a vital role in providing exceptional support to our Financial Advisors.
Your primary responsibility will be to assist in the preparation of comprehensive financial plans for our clients. This will involve working closely with our team to gather and analyze client data, as well as providing cashflow modelling and other financial planning tools.
As a Paraplanner, you will have the opportunity to work with a diverse range of clients, each with unique financial goals and objectives. You will be responsible for ensuring that all client plans are accurate, up-to-date, and tailored to their individual needs.
We are looking for a highly organized and detail-oriented individual who is able to work effectively in a fast-paced environment. If you have a passion for financial planning and a desire to make a real difference in people's lives, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Assist in the preparation of comprehensive financial plans for clients
- Provide cashflow modelling and other financial planning tools
- Work closely with Financial Advisors to gather and analyze client data
- Ensure all client plans are accurate, up-to-date, and tailored to individual needs
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work effectively in a fast-paced environment
- Passion for financial planning and a desire to make a real difference in people's lives
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