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Financial Planning Specialist
2 months ago
A prestigious financial services firm based in East Sussex is seeking a highly skilled Senior Paraplanner to join their dynamic team. This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including wealth transfer strategies, retirement planning, and property financing.
Key Responsibilities:
- Support financial advisers in delivering comprehensive financial solutions tailored to each client's needs.
- Contribute to the development of innovative financial planning strategies.
- Collaborate with the team to ensure high-quality client service and expertise.
What We Offer:
- Competitive salary up to £55k with an attractive benefits package.
- Hybrid working arrangement with 3 days in the office and 2 days from home.
- 30 days holiday plus private medical insurance.
- Career progression with ongoing study support.
About the Firm:
Our client is a well-established financial services firm with a strong reputation for delivering exceptional financial planning services. They pride themselves on offering a high level of service and expertise, ensuring clients receive peace of mind through meticulous and forward-thinking financial advice.
Requirements:
- Diploma qualified Paraplanner with a strong commitment to delivering exceptional financial planning.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively as part of a dynamic team.
