Paraplanning and Advisory Role

3 weeks ago


Milton Keynes, Milton Keynes, United Kingdom Exchange Street Claims ltd Full time

About the Role

As a Paraplanning and Advisory Role at Exchange Street Claims ltd, you will play a critical part in delivering high-quality financial planning services to our clients. You will be responsible for creating comprehensive financial plans, working closely with other teams to ensure seamless execution.

Responsibilities:

  • Conduct thorough financial analyses to identify areas for improvement
  • Develop and implement effective financial planning strategies
  • Communicate complex financial information to clients and stakeholders
  • Work closely with other teams to deliver high-quality results

Requirements:

  • Certified Paraplanner or equivalent qualification
  • Experience in cashflow modelling and financial planning
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills

What We Offer:

  • A competitive salary of £40,000 - £50,000 per annum
  • Ongoing training and professional development opportunities
  • Flexible working hours and remote work options
  • Generous holiday entitlement and increasing holidays up to 27 days with time served

Location:

We are open to candidates living in Milton Keynes or willing to relocate. We offer quality local accommodation for less than £500 per month.



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