Senior Financial Planning Specialist

1 week ago


Bournemouth, Bournemouth, United Kingdom CleverHR Full time

CleverHR: A Leader in Financial Planning

We are seeking a highly skilled Financial Paraplanner to join our team. As a key member of our paraplanning team, you will play a critical role in producing high-quality suitability reports and cash flow models for our clients.

Key Responsibilities:

  • Analyse client information and existing investments/policies to construct suitable solutions.
  • Perform tax calculations to ensure compliance with regulatory requirements.
  • Communicate with clients and advisers to provide exceptional service.
  • Run cash flow models to identify potential issues and opportunities.
  • Conduct peer reviews to maintain the highest standards within the team.

Requirements:

  • Demonstrate a strong technical knowledge of financial products.
  • Hold a level 4 diploma qualification and be working towards Chartered status.
  • Possess at least 3 years' experience in a paraplanning role.
  • Be proficient in using industry software such as FE Analytics, Voyant, and Curo.
  • Exhibit excellent communication and interpersonal skills.

Benefits:

  • A competitive salary of £35,000 - £45,000 depending on experience.
  • Lifetime assurance, income protection, and a pension scheme.


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