Financial Planning Specialist

3 weeks ago


Winnersh, United Kingdom Mulberry Recruitment Full time
Job Title: Financial Planning Specialist

We are seeking a skilled Paraplanning professional to join our team based in the UK. The successful candidate will be responsible for developing financial solutions that meet the needs and objectives of our clients.

The ideal candidate will have a Level 4+ Financial services qualification, with experience using major desktop applications such as Microsoft Word, Excel, and Outlook proficiently. Previous experience using report writing software is an advantage.

This is a full-time role, working 37.5 hours per week, with options for part-time work (20, 25, or 30 hours). The typical working hours are 8am – 5:30pm.

The estimated salary for this position is £45,000 - £55,000 per annum, depending on experience.

About the Role:
  • Prepare suitability reports for approval by the Financial Adviser, including two multipension and investment suitability reports per week or five simple suitability or review reports per week for our HNW Clients.
  • Identify areas for financial planning and develop solutions suitable to meet the client's needs and objectives, including tax calculations where necessary.
  • Liaise with product providers and other third parties to acquire additional information required to assess the client's needs and formulate recommendations made by the adviser.


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