Senior Financial Planning Specialist

1 week ago

Knutsford, Cheshire East, United Kingdom Recruit UK Full time
Senior Paraplanner Opportunity

We are seeking an experienced Senior Paraplanner to join our dynamic team at Recruit UK. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning services to our clients.

Key Responsibilities:
  • Provide advanced technical support to Financial Planners
  • Interpret and analyze data from client meetings to provide tailored solutions
  • Prepare suitability reports, client illustrations, and key features documents
  • Ensure compliance with procedures and maintain up-to-date client files
  • Build and maintain relationships with product providers and keep the team informed of market developments
  • Support the delivery of the firm's investment proposition
  • Propose and draft financial solutions for clients
Requirements:
  • 5+ years of experience in a Paraplanning role
  • Excellent understanding of Financial Planning
  • Level 4 Diploma in Financial Planning
  • Attention to detail
  • Excellent written and verbal communication skills
What We Offer:
  • Salary up to £46,000
  • Hybrid working 2 days from home
  • Company pension
  • Fully supported exams and progression
  • 4x death in service
  • Parking
  • 25 days annual leave plus bank holidays

We are committed to equality, diversity, and inclusion and welcome applications from all qualified candidates. Please note that due to the volume of applications, we will contact you within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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