Senior Paraplanning Specialist

3 days ago


Metropolitan Borough of Solihull, United Kingdom Freedom Recruitment Capital Full time

About the Opportunity:

This exciting opportunity has arisen for a skilled Trainee Financial Adviser to join our team at Freedom Recruitment Capital. As a key member of our team, you will support experienced financial planners in preparing client reports and recommendations.

Key responsibilities include conducting research and analysis on financial products and providers, managing client reviews, and creating tailored financial plans.

  • Conduct thorough research and analysis on financial products and providers to provide informed recommendations
  • Manage client reviews and create personalized financial plans to meet their needs
  • Prepare technical financial documents for client meetings to ensure seamless communication

Requirements:

  • Minimum 2 years of experience in paraplanning or a related field
  • Level 4 Diploma qualification (or currently working towards it)
  • Proficiency in financial planning software and excellent analytical skills
  • Strong interpersonal skills and a commitment to delivering exceptional client service

Salary and Benefits:

  • A competitive salary of £45,000 - £55,000 per annum, dependent on experience
  • 23 days holiday allowance
  • 4x Death in Service benefit
  • 6% Pension scheme contribution


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