Financial Planning Specialist
15 hours ago
This is an excellent opportunity to provide expert financial planning services to clients with diverse needs, including intergenerational wealth transfers, school fees planning, retirement strategies, and property financing.
The firm manages client portfolios ranging from £50k to £10 million in Assets Under Management (AUM).
Key Benefits:
- Competitive salary up to £55k with an attractive benefits package.
- 30 days holiday plus private medical insurance.
- Career progression with ongoing study support.
- Hybrid working: 3 days in the office, 2 days from home.
In this role, you will play a key part in supporting advisers and delivering comprehensive financial solutions tailored to each client's needs.
The firm prides itself on offering a high level of service and expertise, ensuring clients receive peace of mind through meticulous and forward-thinking financial advice.
If you are a diploma qualified Paraplanner committed to delivering exceptional financial planning and seeking an opportunity for growth within a well-established firm, we'd love to hear from you.
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