Senior Financial Planning Specialist

1 month ago


East Midlands, United Kingdom North Oak Recruitment Full time

Are you an experienced Paraplanner looking for a new challenge in the wealth management industry?

We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Planning Specialist.

The successful candidate will have experience of fully analysing clients' requirements, developing cash flow models, and accurately recording client data.

Key responsibilities include researching and analysing financial products to meet clients' requirements and objectives, constructing financial planning solutions supported by computer models and reports, and preparing suitability letters and reports.

The ideal candidate will have experience of the Pension Transfer market and be able to work well under pressure. We offer a competitive salary of £40,000 - £60,000 per annum, depending on experience, plus a full benefits package.

This is an exciting opportunity to join a nationwide Wealth Management Company and contribute to the growth and success of our business.



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