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Senior Financial Planning Specialist
2 months ago
Job Summary
Premier Jobs UK Limited is seeking a highly skilled and experienced Senior Paraplanner to join their team. As a Senior Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing comprehensive financial planning solutions to clients.
Key Responsibilities
- Conduct in-depth research on pensions, investments, and protection to provide expert advice to clients.
- Undertake thorough analysis of clients' existing circumstances and objectives to create comprehensive proposals.
- Collaborate with the Financial Advisers to develop and implement financial plans that meet clients' needs and goals.
- Stay up-to-date with industry developments and advancements in financial planning software to ensure the highest level of expertise.
Requirements
- Chartered qualified or on the path to achieving this, with advanced financial planning knowledge and experience in a similar role.
- Proven track record of using a wide range of financial products and providers, with expertise in industry software such as FE Analytics, Cashflow Modelling, Dynamic Planner, and Planner Pal.
Benefits
- Competitive salary of £45,000 - £55,000, plus a bonus scheme based on team performance.
- 37 hours per week, with flexible working arrangements and the option to purchase additional annual leave.
- Auto-enrolment pension and death-in-service benefits.
- Office-based role with collaborative working environment, close to main train stations for easy commuting.
