Senior Financial Planning Specialist

1 month ago


Manchester, United Kingdom Page Personnel Sales Full time

About the Role

We are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.

Key Responsibilities

  • Prepare and administer financial plans and reports, providing technical support to advisers and clients.
  • Research and identify suitable financial solutions and areas for planning for clients.
  • Prepare suitability letters and presentation packs for clients, ensuring all paperwork is compliant.
  • Provide technical support to advisers, client service team, and other teams as required.
  • Maintain up-to-date knowledge of financial products, industry changes, and legislation.

Requirements

  • Level 4 qualification as a minimum, studying or achieved chartered status.
  • Proven experience in a paraplanning role.
  • Excellent communication and relationship building skills.
  • Proactive and detailed approach.
  • Strong report writing skills.
  • Knowledge of Intelligent Office, FE Analytics, Selectapension, and Cash Calc systems.

What We Offer

  • A competitive salary based on experience and level of qualification.
  • An inclusive and supportive company culture.
  • 25 days of holiday leave, plus birthday off.
  • 35 hour week.
  • Quarterly bonus scheme.
  • Company pension scheme.
  • Private medical and life assurance.
  • Social events.
  • Study support/career development.
  • Home working available 2 days a week.
  • Opportunities for career progression and professional development.


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