Financial Planning Specialist

13 hours ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

At Premier Jobs UK Limited, we are seeking a highly skilled Financial Planning Specialist to join our team. In this role, you will be providing paraplanning support to our Financial Advisors who offer holistic financial planning solutions to clients.

The successful candidate will have excellent knowledge of cashflow modelling and be able to provide accurate and efficient support to our team. You will also have the opportunity to assist in developing and implementing financial planning strategies that meet the needs of our clients.

We estimate the annual salary for this position to be around £35,000-£40,000 based on national averages and local costs in the Wirral area.

To be considered for this role, you will need to have:

  • A degree in a related field or equivalent experience;
  • Excellent communication and organisational skills;
  • Proficiency in Microsoft Office Suite;
  • Ability to work independently and as part of a team.


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