Financial Planning Support Specialist
3 days ago
We are seeking a highly skilled Financial Planning Support Specialist to join our team at Page Personnel Sales. As a key member of our team, you will provide administrative support to our financial planners, enabling them to deliver exceptional service to our clients.
Job Summary:
- Provide administrative support to financial planners in servicing clients' financial needs.
- Process new business packs and prepare client portfolio valuations.
- Communicate advice to clients and ensure timely completion of tasks.
About You:
- A qualified Paraplanner with experience working in IFA/wealth environments.
- Knowledge of investments, pensions, and financial products.
- Excellent communication skills and self-motivation with teamwork ability.
What We Offer:
- An estimated salary of £35,000 - £45,000 per annum based on experience.
- Study support for professional qualifications.
- Pension contribution.
- Life insurance.
- 22 days holiday plus bank holidays.
- Positive team environment with growth opportunities.
- Death in service.
- Free on-site parking.
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