Financial Planning Support Specialist

3 days ago


Ellesmere Port, Cheshire, United Kingdom Page Personnel Sales Full time

At Page Personnel Sales, we are seeking a highly skilled Financial Planning Support Specialist to join our team. This is an excellent opportunity for a professional with strong technical knowledge and experience in financial planning and administration to take their career to the next level.

The successful candidate will provide support to our financial advisory team in preparing and administering financial plans and reports. They will also prepare suitability letters and presentation packs for clients, perform research to identify suitable financial solutions, and provide technical support as required.

This role offers a competitive salary of £37,500 per annum, 25 days of holiday leave, and a comprehensive company pension scheme. You will have the opportunity to work closely with our experienced team to deliver exceptional results and contribute to the growth and success of our business.

  • About the Role:
  • We are looking for a skilled and proactive individual who can provide technical support and maintain accurate client records.
  • You will need to have a Level 4 qualification as a minimum and proven experience in a paraplanning role.
  • Excellent communication and relationship building skills are essential for this position.
  • You should have a detailed approach and strong report writing skills.
  • Familiarity with Intelligent Office, FE Analytics, Selectapension, and Cash Calc systems is desirable.


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