Financial Planning Specialist
3 days ago
We are seeking a highly skilled and experienced Senior Paraplanner to join our elite Financial Planning business in Wilmslow, Cheshire. As a key member of our team, you will play a vital role in providing exceptional service to our clients and supporting our Senior Financial Planners in delivering high-quality financial planning solutions.
Key Responsibilities- Support Senior Financial Planners in providing and implementing financial planning strategies and advice to private and business clients.
- Build strong relationships with clients, ensuring excellent communication and a high level of customer satisfaction.
- Prepare and deliver meeting minutes, action plans, and compliant advice files that meet the highest standards.
- Develop in-depth knowledge of clients' financial situations, goals, and objectives, and provide tailored advice to meet their needs.
- Liaise with clients' other professional advisers as required, ensuring seamless communication and coordination.
- First-class technical expertise in financial planning, with a strong understanding of the difference between financial planning and financial advice.
- Level 6 qualification (Chartered or Certified) or exceptional Level 4 candidates with relevant experience.
- At least 3 years of experience in a Paraplanning role at a financial planning firm, with a proven track record of delivering high-quality results.
- Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
- A competitive salary of £43,000-£50,000 per year, plus a bonus scheme.
- A comprehensive benefits package, including company pension, free parking, and on-site parking.
- A supportive and collaborative work environment, with opportunities for career development and progression.
- A chance to work with a highly respected and award-winning financial planning firm, with a strong reputation for delivering exceptional service to clients.
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Financial Planning Specialist
1 day ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time{"title": "Financial Planning Specialist", "content": "Unlock Your Potential with Equilibrium Financial PlanningAt Equilibrium Financial Planning, we're on a mission to make a meaningful difference in people's lives. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support...
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Financial Planning Specialist
1 day ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time{"title": "Financial Planning Specialist", "content": "Unlock Your Potential with Equilibrium Financial PlanningAt Equilibrium Financial Planning, we're on a mission to make a meaningful difference in people's lives. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support...
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Financial Planning Specialist
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Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time{"title": "Financial Planning Specialist", "content": "Unlock Your Potential with Equilibrium Financial PlanningAt Equilibrium Financial Planning, we're on a mission to make a meaningful impact on people's lives. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support our...
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Financial Planning Specialist
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Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time{"title": "Financial Planning Specialist", "content": "Unlock Your Potential with Equilibrium Financial PlanningAt Equilibrium Financial Planning, we're on a mission to make a meaningful impact on people's lives. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support our...
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Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full timeFinancial Planning SpecialistAt Equilibrium Financial Planning, we're on a mission to make people's lives better. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support our financial planners in delivering complex planning strategies and solutionsManage a bank of clients...
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