Senior Financial Planning Specialist
3 weeks ago
We are seeking a highly skilled and experienced Senior Paraplanner or Chartered Paraplanner to join our team at Premier Jobs UK Limited. As a key member of our financial planning team, you will be responsible for providing advanced financial planning services to our clients.
Key Responsibilities:
- Research and analyze pensions, investments, and protection options for clients
- Develop comprehensive financial plans to meet client objectives and goals
- Collaborate with financial advisers to deliver high-quality client service
- Stay up-to-date with industry developments and best practices in financial planning
Requirements:
- Chartered qualification or equivalent experience
- Proven track record of delivering high-quality financial planning services
- Excellent communication and interpersonal skills
- Ability to work collaboratively as part of a team
Benefits:
- Competitive salary and bonus scheme
- 37 hours per week, with flexible working arrangements
- 28 days annual leave, with option to purchase additional days
- Auto-enrolment pension and death in service
Location: Birmingham, with easy access to main train stations
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