Financial Planning Specialist

3 weeks ago


Canterbury, Kent, United Kingdom Powered by Verve Full time
Empowering Women to Create Fabulous Financial Futures

At Powered by Verve, we're revolutionizing the financial planning industry with our female-focused, entirely virtual, and completely personal service. Our mission is to empower women to take control of their financial futures and create a better life for themselves and their families.

Join Our Team of Dedicated Professionals

We're seeking a highly skilled and motivated Financial Paraplanner to join our team. As a key member of our team, you'll work closely with our advisers to deliver exceptional financial planning services to our clients.

Key Responsibilities:
  • Support the adviser in researching and analysing clients' existing finances, designing and reporting on solutions, and helping clients implement and maintain their financial plans.
  • Work with our dedicated administrator to ensure the maintenance of FCA complaint records, effective management of client information on our systems, and efficient progress of client-related tasks.
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 committed to providing a supportive and inclusive work environment that allows our team members to thrive. If you're passionate about empowering women to create fabulous financial futures, we'd love to hear from you.



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