Financial Planner Support Specialist

3 days ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000

Are you a motivated individual looking for a challenging role as a Paraplanner in the Midlands?

This exciting opportunity has arisen with a rapidly growing financial planning firm, where you will be working closely with Senior Financial Advisors to deliver exceptional client service and ensure compliance.

The business is building an infrastructure to support a 2:1 ratio of back office team to Financial Advisors, providing a dynamic and supportive work environment.

Your responsibilities will include:

  • Preparing and maintaining accurate client files and reviews
  • Developing cash flow models to inform financial planning decisions
  • Conducting research to identify suitable financial solutions for clients
  • Preparation of recommendations and suitability reports
  • Identifying areas for further financial planning opportunities
  • Liaising with clients' legal and tax advisors
  • Overseeing implementation of recommendations, completion of application forms, and ensuring all compliance requirements are met
  • Attending client meetings on occasions
  • Fostering strong relationships with clients through excellent communication and interpersonal skills

To succeed in this role, you will have:

  • Previous experience as a Paraplanner or similar role
  • Excellent suitability report writing skills
  • Experience with cash flow modelling would be advantageous
  • A minimum of a Diploma in a related field or close to achieving this qualification
  • A passion for your profession, being forward-thinking, and actively caring for clients and colleagues

The company offers a competitive salary of up to £42,000, plus benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges. You will also enjoy hybrid working arrangements, with a mix of home and office-based work, and some client meetings.



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