Paraplanning Assistant

1 day ago

Penrith, United Kingdom Hays Accounts and Finance Full time
Key Responsibilities
  • Working with Financial Planners to arrange and prepare for client meetings.
  • Using various IT systems to process new business.
  • Contribution to the client review process.
  • Ensuring accuracy of client records, data entry, and calculations.

The ideal candidate will have previous experience as a Paraplanner or Administrator within a Financial Advisory organisation and be committed to studying and gaining qualifications.

  • Financial Services Coordinator

    1 day ago

    Penrith, United Kingdom Hays Accounts and Finance Full time

    About the RoleWe are seeking a motivated and enthusiastic individual to join our small team as a Paraplanning Assistant. This role involves working closely with Financial Planners, Solicitors, and Accountants to provide holistic financial planning for clients.