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Senior Financial Planning Specialist

2 months ago

Birmingham, Birmingham, United Kingdom Premier Jobs UK Full time

Job Summary

We are seeking a highly skilled and knowledgeable Senior Paraplanner or Chartered Paraplanner to join our client's independent financial planning business. The successful candidate will be responsible for supporting the Financial Advisers in providing comprehensive financial planning solutions to high net worth and ultra-high net worth clients.

Key Responsibilities

  • Conduct thorough research on pensions, investments, and protection to provide informed recommendations
  • Undertake comprehensive analysis of clients' existing circumstances and objectives to develop tailored financial plans
  • Write detailed proposals to achieve clients' financial goals, often involving complex financial planning solutions
  • Attend client meetings to understand their needs and aspirations, and provide expert guidance
  • Collaborate with Financial Advisers to deliver high-quality financial planning services

About the Business

Our client is an independently owned financial planning business with a strong reputation for providing holistic financial planning and cashflow modelling services to high net worth and ultra-high net worth clients. The business has a team of experienced professionals who are passionate about delivering exceptional client service.

Requirements

  • Chartered status or equivalent experience in financial planning
  • Proven track record of delivering high-quality financial planning solutions
  • Excellent analytical and communication skills
  • Ability to work collaboratively as part of a team
  • Strong knowledge of pensions, investments, and protection