Senior Financial Planning Advisor

4 days ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

Premier Jobs UK Limited is a rapidly growing financial planning firm offering an exciting opportunity for a Senior Financial Planning Advisor in the Midlands. This paraplanning role comes with a competitive salary of £45,000 - £55,000 per annum.

As a key member of the back office team, you will provide a full paraplanning function to one of our Senior Financial Advisors. Your responsibilities include:

  • Providing detailed research and analysis for comprehensive financial plans that meet client needs.
  • Preparing and reviewing accurate financial documentation to ensure compliance and client satisfaction.
  • Supporting client meetings and follow-ups to deliver exceptional service.

To succeed in this role, you will need:

  • A relevant qualification in financial planning such as a diploma or degree.
  • Experience in a paraplanning role where you have developed strong analytical and communication skills.

In return, we offer a supportive work environment, opportunities for professional growth, and a competitive salary package that includes a pension scheme and annual leave entitlements.



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