Senior Financial Planner
4 weeks ago
We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Exchange Street Claims & Financial Services. As a key member of our financial planning team, you will play a vital role in supporting our IFAs and contributing to the success of our business.
Key Responsibilities- Provide high-quality paraplanning support to our IFAs, ensuring timely and accurate completion of financial plans and reports.
- Develop and maintain a deep understanding of financial planning concepts, including IHT planning, EIS/VCT, and other areas of financial planning.
- Collaborate with our financial planning team to identify opportunities for growth and improvement, and contribute to the development of new business strategies.
- Contribute to the development and implementation of processes and procedures to ensure efficient and effective delivery of financial planning services.
- Provide exceptional customer service, responding to queries and concerns in a timely and professional manner.
- A competitive salary of up to £60,000, plus a healthy bonus scheme.
- A comprehensive benefits package, including a 4x death in service scheme and pension contributions.
- A flexible working arrangement, with the option to work from home three days a week.
- Ongoing training and development opportunities to support your career growth and professional development.
- A supportive and collaborative team environment, with opportunities to contribute to the success of our business.
- Level 4 qualified in financial planning, with a strong understanding of financial planning concepts and principles.
- Proven experience in paraplanning, with a track record of delivering high-quality support to financial planners.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
- Strong analytical and problem-solving skills, with the ability to identify and resolve complex financial planning issues.
We are an equal opportunities employer and welcome applications from all qualified candidates. If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please submit your application today.
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