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Financial Planning Expert

1 month ago

Milton Keynes, Milton Keynes, United Kingdom Exchange Street Claims ltd Full time

Company Overview

At Exchange Street Claims ltd, we are seeking an experienced Financial Planning Expert to join our team. This role is ideal for a motivated individual who wants to hone their skills in cashflow modelling.

Job Description:

We are looking for someone with expertise in paraplanning and the ability to work independently on complex financial planning tasks. The successful candidate will be responsible for creating comprehensive financial plans for clients, working closely with other teams to ensure seamless execution.

Required Skills and Qualifications:

  • Certified Paraplanner or equivalent qualification
  • Proven experience in cashflow modelling and financial planning
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills

Benefits:

  • A competitive salary of £45,000 - £55,000 per annum
  • Ongoing training and professional development opportunities
  • Flexible working hours and remote work options
  • Generous holiday entitlement and increasing holidays up to 27 days with time served

Location:

We are open to candidates living in Milton Keynes or willing to relocate. We offer quality local accommodation for less than £500 per month.