Financial Planning Specialist
1 day ago
We are seeking a skilled Paraplanner to join our team in the Wirral. As a Paraplanner, you will play a vital role in supporting our Financial Advisors in delivering high-quality financial planning solutions to our clients. The ideal candidate will have experience as a Paraplanner, good knowledge of financial planning, and the ability to write bespoke pieces of advice for complex cases.
Duties and Responsibilities
Your duties will include preparing pre-approval documents, providing accurate and timely suitability reports, utilising technology to produce accurate solutions, undertaking financial calculations, ensuring compliance, effectively communicating, working closely with Financial Advisers, and providing clear instructions to Administrators. You will work in a hybrid environment, with regular communication with colleagues and clients.
Requirements
To succeed in this role, you should have experience as a Paraplanner, good knowledge of financial planning, and the ability to undertake research and financial calculations. You should hold your Level 4 Diploma in Financial Planning (or equivalent) and/or be working towards Chartered status.
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Financial Planning Specialist
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Financial Planning Specialist
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