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Senior Financial Planner

2 months ago

Barnet, Greater London, United Kingdom Recruit UK Full time

Job Title: Senior Financial Planner

Industry: Financial Services

Location: Nationwide

Salary: up to £50,000

Job Description:

About the Role:

We are seeking an experienced Senior Financial Planner to join our team at Recruit UK. As a Senior Financial Planner, you will be responsible for providing high-quality financial planning services to our clients.

Key Responsibilities:

  • Conduct in-depth research and analysis on financial products and strategies
  • Prepare detailed reports, including cash flow forecasts and recommendations
  • Assist in the development of financial plans tailored to individual client needs
  • Ensure all client documentation is accurate and compliant
  • Support financial planners in client meetings (if required) and manage follow-up actions

Requirements:

  • 4 years experience as a paraplanner
  • Level 4 Diploma Qualified
  • Exposure to different software's, systems and technologies
  • Excellent verbal and written communication skills

What We Offer:

  • Employers pension contribution
  • Competitive salary up to £50,000 (depending on skill set and experience)
  • Generous holiday
  • Death in Service
  • Opportunity to work in a dynamic and growing financial services company