Financial Planning Specialist

15 hours ago


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

Are you a motivated and detail-oriented individual looking for a challenging role in financial planning? We have an exciting opportunity for a Paraplanner to join our growing company in Wirral. As a key member of our team, you will assist Financial Advisors with holistic planning, cashflow modelling, and research support.

The ideal candidate will have experience as a Paraplanner and good knowledge of financial planning and complex case advice. They will also be confident in research and financial calculations, with a Level 4 Diploma in Financial Planning or equivalent.

We offer a competitive salary up to £45,000 plus company benefits, including hybrid working and 37.5 hours per week. You will also have opportunities for career progression and individual development plans.

This is a fantastic chance to grow your skills and expertise in a dynamic and supportive environment.



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