Senior Financial Planning Specialist
3 days ago
A leading Financial Planning practice is seeking an experienced Paraplanner to join their team in Sunderland outskirts.
This is a fantastic opportunity for a highly skilled Paraplanner to contribute to the success of a well-established company with a strong history of providing Independent Financial Advice.
The ideal candidate will have a strong technical background in pensions and investments, with excellent analytical skills and the ability to positively influence others.
Responsibilities will include:
- Providing paraplanning support to a team of Financial Advisers
- Mentoring and training junior Paraplanners
- Carrying out technical research and analysis to support client needs
- Preparing cashflow modelling reports and suitability letters
Requirements include:
- Experience working in the financial services industry, preferably as a Paraplanner
- Strong technical product knowledge and analytical skills
- A track record of delivering written financial advice
- The ability to positively influence others
- Qualification to Level 4 Diploma status and a desire to achieve Chartered status
This is a full-time, permanent position with a competitive salary and benefits package. If you are a motivated and experienced Paraplanner looking for a new challenge, please contact us to learn more about this exciting opportunity.
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