Senior Financial Planning Support Specialist

1 week ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

About the Role

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We are seeking a highly skilled Paraplanner to join our team in Castle Bromwich. As a key member of our financial planning department, you will provide technical support to our Financial Advisors, developing client recommendations and maintaining long-term relationships.

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  • Main Responsibilities:
  • Support Financial Advisors with client meetings and debriefings;
  • Analyse data and create solutions using research tools;
  • Produce suitability letters, illustrations, and key feature documents;
  • Maintain compliance and monitor DFM performance;
  • Undertake project work as required.
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Requirements:

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To be successful in this role, you should have:

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  • A Level 4 qualification in Financial Planning;
  • 2+ years of experience within Financial Services, preferably in an IFA practice;
  • Proficiency in Intelligent Office and MS Office;
  • Excellent writing skills for report generation.
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Benefits:

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This is an excellent opportunity to join a reputable company with a high staff retention rate. We offer a competitive salary range of £35,000 - £40,000, quarterly and annual bonuses, pension contributions, and more.

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