Senior Financial Planning Specialist

3 weeks ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time
Senior Paraplanner / Chartered Paraplanner Job Description

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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