Financial Planning Specialist

1 day ago


StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time
Join Our Team: Uniting People is seeking a highly skilled Financial Planning Specialist to support our Financial Adviser in providing comprehensive financial planning services. As a key member of our team, you will work closely with clients, conduct research, and assist in developing personalised financial plans.

The ideal candidate will have a proven background in Paraplanning, excellent communication skills, strong numeric and analytical skills, and be able to stay up-to-date with industry regulations and compliance requirements. You will also have the opportunity to utilise various platforms such as IO, Dynamic Planner, FE Analytics, and Voyant Pension Switch.

We offer a competitive salary of £35,000 - £45,000 per annum, depending on experience, along with a range of benefits including company pension, 28 days holiday including bank holidays, birthday off, free parking, company events, and healthcare after probation.

This is an exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop and grow your career.

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