Financial Planning Support Specialist

5 days ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

The company, Premier Jobs UK Limited, is seeking a skilled Financial Planning Support Specialist to join their team. This is an exciting opportunity for individuals who want to work in a dynamic and growing environment.

In this role, you will provide support to the Financial Advisors, assisting them in delivering quality financial planning solutions to clients. Your duties will include preparing pre-approval documents, providing accurate suitability reports, and utilizing technology to produce accurate solutions.

To be successful in this position, you should have experience as a Paraplanner and good knowledge of financial planning. You should also be confident undertaking research and financial calculations, and hold your Level 4 Diploma in Financial Planning or equivalent.

This is a hybrid working role, with 37.5 hours per week, offering excellent career progression and individual development plans shaped around your desired career path. The estimated salary for this position is up to £45,000 depending on experience.



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