Financial Planning Assistant
2 days ago
About the Role:
We are seeking a highly skilled and experienced Paraplanning Specialist to join our client's team in Essex. The successful candidate will be responsible for providing administrative support to Financial Planners, preparing client files, and conducting technical research.
Key Responsibilities:
- Client File Preparation: Prepare and maintain accurate client files, ensuring all necessary documentation is compliant and up-to-date.
- Financial Plan Development: Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.
- Ongoing Client Support: Provide ongoing support to clients, ensuring their financial plans remain aligned with their goals and comply with regulatory standards.
Requirements:
- Education: A Diploma in Financial Planning (DipPFS) is required.
- Experience: 3 years' experience as a Paraplanner is essential.
What We Offer:
- Competitive Salary: The successful candidate will receive a salary of £42,000 per annum, plus benefits.
- Professional Development: Opportunities for professional development and training are available.
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