Financial Planning Specialist
2 weeks ago
At Powered by Verve, we're committed to providing exceptional financial planning services to women who want to take control of their financial futures. As a Financial Paraplanner, you'll play a vital role in helping our clients achieve their goals.
Key Responsibilities:- Support our advisers in delivering high-quality financial planning services to our clients
- Research and analyse clients' existing finances to identify areas for improvement
- Design and report on solutions to help clients achieve their financial objectives
- Work with our dedicated administrator to maintain FCA-compliant records and manage client information
- 28 days paid holiday (including bank holidays and leave between Christmas and New Year)
- Company pension scheme
- Flexible working as standard
- Remote working
We're looking for a motivated and detail-oriented individual who is passionate about helping women achieve financial freedom. If you're a team player with excellent communication skills and a strong work ethic, we'd love to hear from you.
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Financial Planning Specialist
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Canterbury, Kent, United Kingdom Powered by Verve Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Powered by Verve. As a Financial Paraplanner, you will play a crucial role in delivering fabulous financial planning services to our clients.Key Responsibilities:Support the adviser in researching and analysing existing finances of clientsDesign and report on solutions to help clients...
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