Financial Planning Specialist

16 hours ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

Job Title: Financial Planning Specialist

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About the Role:

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We are seeking a skilled Financial Planning Specialist to join our team at The Recruitment Group.

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About the Job:

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This exciting opportunity is for a Paraplanner to work with us in Leicestershire. You will be responsible for fully analysing clients' requirements, developing cash flow models, and accurately recording client data.

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You will research and analyse financial products to meet client requirements and objectives.

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You will construct financial planning solutions (investment, retirement, etc.) to meet clients' needs.

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About You:

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To succeed in this role, you will need excellent analytical skills, strong communication abilities, and a passion for delivering exceptional customer service.

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What We Offer:

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This is a full-time position with competitive salary of £35,000 (negotiable on experience) and benefits package.

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Salary Information: £35,000 per year

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Location: Leicestershire

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Working Hours: Monday to Friday, Full Time



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