Senior Financial Planning Specialist

5 days ago

Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time
About the Role

Puro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As a key member of the team, you will work closely with Financial Planners to deliver exceptional financial planning services.

Main Responsibilities
  • Provide technical expertise and support to the team, ensuring all client queries are addressed promptly and efficiently.
  • Analyse data from client meetings to create tailored financial plans, taking into account individual client needs and goals.
  • Prepare comprehensive suitability reports, client illustrations, and key features documents, ensuring all client files are compliant and up to date.
  • Develop and maintain strong relationships with product providers, staying up-to-date with industry changes and developments.
  • Assist in implementing the firm's investment strategies, working closely with the team to ensure seamless execution.
  • Draft financial solutions and present proposals to clients, providing clear and concise explanations of complex financial concepts.
What You'll Receive
  • A competitive salary of up to £46,000
  • Flexible working arrangements, including 2 days remote working
  • Company pension plan
  • Support with professional exams and clear progression opportunities
  • Life insurance (4x annual salary)
  • On-site parking
  • 25 days holiday, plus bank holidays
Requirements
  • Minimum of 5 years' experience in a Paraplanning role
  • In-depth knowledge of Financial Planning practices
  • Level 4 Diploma in Financial Planning
  • Strong attention to detail
  • Excellent written and verbal communication skills

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