Financial Planning Specialist

1 week ago


Nottingham, Nottingham, United Kingdom Express Recruitment Full time

Job Opportunity: Experienced Paraplanner Wanted for Financial Services Firm

About the Role:

We are seeking a skilled Paraplanner to join our team at Express Recruitment. As a Paraplanner, you will work closely with senior advisors to develop financial planning solutions for clients. Your expertise will be essential in analyzing client needs, creating financial models, and providing data-driven insights.

Key Responsibilities:

  • Work with clients to understand their financial goals and develop tailored solutions
  • Collaborate with senior advisors to create comprehensive financial plans
  • Analyze client data and create financial models to inform investment decisions
  • Communicate effectively with clients and internal stakeholders to ensure seamless delivery of services

Requirements:

  • Previous experience as a Paraplanner in a financial services firm
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

Language: English (en-US)



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