Financial Planning Specialist

23 hours ago


Portsmouth, Portsmouth, United Kingdom Team Jobs - Commercial Full time
Company Overview
The Financial Planning company we work with is a leading organization in the industry, known for its excellent services and dedication to client satisfaction. As a Paraplanner, you will be part of a team that takes away everything client side (selling, advising etc), allowing you to focus on your role with minimal administrative tasks.

Salary
We offer a competitive salary up to £40,000 per annum, depending on experience. This salary reflects the company's commitment to attracting top talent and providing opportunities for growth.

Job Description
As a Paraplanner, you will support Financial Advisors in their daily tasks, ensuring timely completion of projects and maintaining high-quality standards. You will also manage and prioritize your workload effectively, utilizing your organizational skills to meet deadlines. The ideal candidate should have experience in pension transfers and withdrawals, but full training will be provided for the right candidate. We are looking for someone who can work well under pressure and maintain excellent communication skills, both verbal and written.

Required Skills and Qualifications
To succeed in this role, you should have:
  • Experience supporting Financial Advisors
  • Ability to work to tight deadlines
  • Confident relationship management at all levels
  • Excellent communication skills

Benefits
Our company offers a range of benefits, including hybrid or remote working, flexible working hours, private medical insurance, fun and informative company events, excellent training and opportunities to grow, 28 days holiday + Bank Holidays + day off for your Birthday, Company pension, and free on-site parking if needed.

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