Paraplanning and Advisory Role
3 weeks ago
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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