Financial Planning Assistant

3 weeks ago


Gloucester, Gloucestershire, United Kingdom GCB Recruitment Full time
Paraplanner Opportunity

GCB Recruitment is seeking a skilled Paraplanner to join our client's award-winning firm in the Birmingham area. As a Paraplanner, you will play a crucial role in supporting financial advisers in creating tailored financial plans.

Key Responsibilities:
  • Conduct analytical tasks and finance-related activities
  • Prepare paperwork for advisers and report writing
  • Support the financial advisers in creating financial plans
What We Offer:
  • Competitive salary of £32,000-£38,000 based on experience
  • Hybrid working arrangement after probation period
  • 20 days holiday per annum plus statutory holidays
  • Exams Funded
  • Pension Contribution
  • 4 x DIS
  • Career Progression opportunities to become an advisor
Requirements:
  • Minimum of 3+ years as an IFA administrator
  • Financial Planning and Investment skills
  • Analytical Skills and Finance knowledge
  • Report Writing proficiency
  • Strong attention to detail and ability to work with financial data
  • Excellent communication and interpersonal skills
  • Experience in the financial services industry

This is an excellent opportunity for a motivated and skilled Paraplanner to join a reputable firm and progress their career. If you have the necessary skills and experience, please apply.


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