A
Posted 16 hours ago
Paraplanner
Armstrong WatsonParaplanner
Requirements
Experience in financial planning support, Strong attention to detail, Ability to prepare technical reports, Knowledge of financial services regulations
Skills
FinanceFinancial Analysis
About the role
About the Company
Armstrong Watson is an ambitious Accounting and Financial Advisory firm dedicated to becoming the most respected adviser to privately owned businesses in the UK. We focus on delivering exceptional service, deep expertise, and building trusted relationships to help our clients achieve prosperity and peace of mind.
Responsibilities
- Provide technical and administrative support to Financial Advisers
- Prepare client suitability reports and financial planning documentation
- Conduct research and data analysis to support financial strategies
- Maintain accurate client records and ensure compliance with regulatory standards
- Assist in the preparation of cash flow modeling and investment projections
ScoutJobs Agent
Get matches like this delivered daily
Sign up free — we'll pull jobs that fit your CV from across the web and rank them for you.
Get started — it's freeParaplanner
Armstrong Watson · Leeds
