Financial Planning Specialist

2 weeks ago


Canterbury, Kent, United Kingdom Powered by Verve Full time
Empowering Women to Achieve Financial Freedom

At Powered by Verve, we're committed to providing exceptional financial planning services to women who want to take control of their financial futures. As a Financial Paraplanner, you'll play a vital role in helping our clients achieve their goals.

Key Responsibilities:
  • Support our advisers in delivering high-quality financial planning services to our clients
  • Research and analyse clients' existing finances to identify areas for improvement
  • Design and report on solutions to help clients achieve their financial objectives
  • Work with our dedicated administrator to maintain FCA-compliant records and manage client information
What We Offer:
  • 28 days paid holiday (including bank holidays and leave between Christmas and New Year)
  • Company pension scheme
  • Flexible working as standard
  • Remote working

We're looking for a motivated and detail-oriented individual who is passionate about helping women achieve financial freedom. If you're a team player with excellent communication skills and a strong work ethic, we'd love to hear from you.



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