Senior Financial Support Specialist

4 days ago


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

We are looking for a skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will be responsible for providing a full paraplanning function to one of our Senior Financial Advisors, ensuring client service and compliance are always delivered.

The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:

  • Preparing and maintaining client files and client reviews
  • Building cash flow models
  • Undertaking research to identify appropriate financial planning solutions
  • Preparing recommendations and suitability reports
  • Identifying areas for further financial planning
  • Liaising with the clients legal and tax advisors
  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
  • Attending client meetings on occasions

You should have experience as a Paraplanner and excellent suitability report writing skills. Experience of using cash flow modelling would be preferable, and individuals holding full Diploma or close to achieving this would be preferable.

Why Choose Us

  • A competitive salary of up to £42,000
  • Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
  • Excellent ongoing employee well being programmes
  • Hybrid working with mixture of home, office in Bromsgrove or Market Harborough and attending some client meetings


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

    About the OpportunityWe are seeking a highly skilled Financial Planning Support Specialist to join our team in the Midlands. As a key member of our financial planning team, you will provide support to one of our Senior Financial Advisors, ensuring the delivery of exceptional client service and compliance.Job Highlights:A competitive estimated salary of...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000

    Job DescriptionWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Premier Jobs UK Limited. This is an exciting opportunity for an experienced professional to work as a Paraplanner, providing a full paraplanning function to a Senior Financial Advisor.Key Responsibilities:Build and maintain accurate cash flow models to...


  • Market Harborough, Leicestershire, United Kingdom Creative Support Ltd Full time

    As a Care Support Specialist with Creative Support Ltd, you will have the opportunity to make a real difference in the lives of individuals with diverse care needs.About the RoleWe are seeking an enthusiastic and resourceful Relief Support Worker to join our Bank Team in Market Harborough, Leicestershire. You will be responsible for providing respectful and...


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

    Job OverviewThis is a unique opportunity to join Premier Jobs UK Limited as a Financial Planning Specialist in the Midlands.The role involves providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.A salary of £40,000 - £60,000 per annum is available, depending on...


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

    Premier Jobs UK Limited invites applications for a Financial Paraplanning Specialist to join our expanding team in the Midlands. This exciting role comes with a salary of £45,000 - £55,000 per annum and presents a chance for career progression.As a valued member of our back office team, you will collaborate closely with our Senior Financial Advisors to...


  • Market Harborough, Leicestershire, United Kingdom Stand Tall Consultancy Ltd Full time

    Job Title: Financial Operations SpecialistStand Tall Consultancy Ltd is looking for an experienced Financial Operations Specialist to support our commercial operations in Leicestershire.You will play a key role in managing the financial aspects of our construction projects, ensuring that budgets are set correctly and costs are controlled effectively.The...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000

    Job Overview:A rare opportunity to join a thriving financial planning firm in the Midlands as a Paraplanner. In this exciting role, you will work closely with a Senior Financial Advisor to deliver exceptional client service and ensure compliance is met.About the Company:Premier Jobs UK Limited is home to a highly respected team of professionals who are...


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

    As a Senior Paraplanning Specialist, you will play a pivotal role in providing comprehensive support to our experienced Senior Financial Advisors. This exciting opportunity involves preparing and maintaining accurate client files, including thorough reviews and analysis.You will also develop and manage complex cash flow models to identify tailored financial...


  • Market Harborough, Leicestershire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a Senior Financial Consultant to join our team at Artemis Recruitment Consultants Ltd in Market Harborough. As a Senior Financial Consultant, you will be responsible for advising clients on their financial situations and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needsMaintaining...


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

    This opportunity in the financial planning sector is centered around supporting a Senior Financial Advisor. The role offers a unique chance to contribute to client service and ensure compliance are consistently met.You will be providing a comprehensive paraplanning function, which involves working closely with the Senior Financial Advisor to deliver...


  • Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full time

    Are you an organized and detail-oriented individual looking for a new challenge? We are seeking a Senior Financial Advisor Assistant to join our team at Recruit UK Ltd. in Market Harborough, Leicestershire.This role involves supporting our senior financial advisors with day-to-day tasks, ensuring the smooth operation of our financial planning services.Your...


  • 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...


  • Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full time

    Recruit UK Ltd. is seeking a highly skilled Financial Planning Specialist to support our team in Market Harborough, Leicestershire.This role offers an excellent opportunity for a dedicated administrator to work with a well-established financial advice practice prioritizing exceptional client service and tailored solutions.Main Responsibilities:Provide...


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

    **Paraplanning Role Overview**We are seeking a highly skilled and experienced Paraplanner to join our team at Premier Jobs UK Limited in the Midlands.The ideal candidate will have a strong background in paraplanning, with experience of working in a fast-paced financial planning environment. The role offers an excellent opportunity for career advancement and...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000

    An exciting opportunity has arisen for a Paraplanner to join Premier Jobs UK Limited in the Midlands. As a valued member of the team, you will work closely with Senior Financial Advisors to deliver exceptional client service and ensure compliance is met.About the Company:Premier Jobs UK Limited is a rapidly growing financial services firm that is committed...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000

    We are looking for a talented Financial Services Professional to join our team in the Midlands as a Paraplanner. In this role, you will work closely with one of our Senior Financial Advisors, providing a full paraplanning function and supporting the delivery of exceptional client service.The role requires:Developing and implementing comprehensive financial...


  • Market Harborough, Leicestershire, United Kingdom Creative Support Careers Full time

    Support Care WorkerIn this rewarding role, you will be supporting individuals with various care needs across four sites in Market Harborough, Leicestershire. We are looking for individuals who can provide high-quality care and support while working as part of a dynamic team.Job Description:Provide personal care and assistance with daily living tasks.Offer...


  • Market Harborough, Leicestershire, United Kingdom Rundles Full time

    About Our RoleWe are seeking a Financial Support Coordinator to join our team in a full-time office-based role. The successful candidate will collect vital funding to support local communities and arrange bespoke repayment plans for customers in financial hardship.Salary and BenefitsThe role offers a basic salary of £23,400 and an OTE of £26,500 per annum,...

  • Financial Director

    1 month ago


    Market Harborough, Leicestershire, United Kingdom HMC (Headmasters' and Headmistresses' Conference) Full time

    Opportunity for a Senior Finance ProfessionalWe are seeking an experienced and well-qualified financial leader to join our team at HMC Independent Schools.The successful candidate will be responsible for leading the School's Finance function, providing high-quality personnel management and financial leadership across all areas of finance. They will work...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000

    Premier Jobs UK Limited is a dynamic and inclusive IFA firm based in the Midlands, seeking a skilled Paraplanner to join our team.As a Hybrid Paraplanner, you will provide a full paraplanning function to one of our Senior Financial Advisors, ensuring exceptional client service and compliance.Your key responsibilities will include preparing and maintaining...