Senior Financial Planning Specialist
1 month ago
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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