Senior Paraplanning Specialist

1 week ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time
About the Role

The successful applicant will be responsible for managing the financial planning support team, assisting with client engagement, and conducting data analysis and research.

As a key member of our team, you will work closely with senior advisers to ensure seamless delivery of high-quality services to clients.

A highly varied role awaits, offering opportunities to implement new processes, enhance efficiency, and contribute to business growth.

In return for your expertise, you can expect a competitive salary up to £65,000 (negotiable dependent on skill-set and qualifications), a generous pension scheme, and access to ongoing career professional development.

To succeed in this position, you should possess excellent communication skills, be able to work effectively in a team environment, and demonstrate a strong commitment to delivering exceptional results.



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