Financial Planning Support (Paraplanner Development role)

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.