Financial Planning Support (Paraplanner Development role)
other jobs Allerton Park Recruitment Solutions
Added before 3 Days
- England,South East,East Sussex
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
FP Support (Paraplanner Development role) - Basic to £45,000 Bonus, Benefits, Flexi & Hybrid working.
A high quality and expanding Financial Planning Practice is looking for an additional development support individual to join their business.
This brand new role will be working alongside established Financial Planners with key responsibility to support the Financial Planners and their Clients.
Duties will include assisting with research and report writing, system and database management, technical support, Client relationship management, business processing and administration.
Full exam and personal development support will be provided alongside development opportunities including Paraplanning and Advising.
Financial Planning administration experience and sound technical knowledge is essential alongside excellent communication skills, strong literacy and numeracy skills.
A high quality and expanding Financial Planning Practice is looking for an additional development support individual to join their business.
This brand new role will be working alongside established Financial Planners with key responsibility to support the Financial Planners and their Clients.
Duties will include assisting with research and report writing, system and database management, technical support, Client relationship management, business processing and administration.
Full exam and personal development support will be provided alongside development opportunities including Paraplanning and Advising.
Financial Planning administration experience and sound technical knowledge is essential alongside excellent communication skills, strong literacy and numeracy skills.
Job number 3547581
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Company Details:
Allerton Park Recruitment Solutions
Company size: 5–9 employees
Industry: Financial Services
Allerton Park is a specialist Financial Services recruitment business. We provide proactive, discrete and efficient recruitment services to the follo...