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Financial Planner Assistant

2 weeks ago


Newcastle, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000

Job Opportunity: Financial Planning Support

Join our company in Cardiff as a Paraplanner on a permanent basis.

In this key role, you will provide technical and research support to financial planners in the delivery of their advice to clients.

Key responsibilities include:

  • Preparing client cashflows for monthly and annual meetings
  • Analysing and interpreting data, using research tools to provide solutions to meet client needs and objectives
  • Providing specific client portfolio reporting
  • Contacting third parties and suppliers to gather relevant information

Requirements:

  • Strong experience working within a financial planning environment
  • Ability to work efficiently under own initiative with excellent attention to detail
  • GCSEs Grades (A-C) in Mathematics and English
  • Certificate in Financial Planning or equivalent
  • Strong IT skills including Microsoft Office, Excel and financial software

Benefits:

  • Four-day working week
  • Twenty-eight days holiday per year plus bank holiday
  • One week off for Christmas
  • Company pension scheme
  • Private Medical Insurance
  • Summer & Christmas bonus based on company performance