Financial Planning Support Specialist

3 days ago


Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time
Job Title: Financial Planning Support Specialist

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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