Senior Paraplanning Specialist

3 weeks ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time
Job Title: Senior Paraplanning Specialist

Location: Leicestershire, UK

Estimated Salary: £35,000 - £40,000 per annum (dependent on experience)

About the Role:

We are seeking an experienced Senior Paraplanning Specialist to join our team at The Recruitment Group. As a key member of our financial planning department, you will be responsible for analysing clients' requirements, developing cash flow models, and recording client data.

You will work closely with our Partners to construct financial planning solutions, supported by the production of computer models and reports. Your responsibilities will also include preparing suitability letters, updating client files, and maintaining accurate back-office IT records.

To be successful in this role, you will require a minimum Level 4 Diploma PFS qualification or equivalent experience. You should also have strong numeracy skills, excellent communication abilities, and a high level of organisational proficiency.

Key Responsibilities:
  • Analyse clients' requirements and develop cash flow models
  • Research and analyse financial products to meet client objectives
  • Construct financial planning solutions and produce supporting reports
  • Prepare suitability letters and update client files
  • Maintain accurate back-office IT records and deal with general client queries
Requirements:
  • Minimum Level 4 Diploma PFS qualification or equivalent experience
  • Strong numeracy skills and excellent communication abilities
  • High level of organisational proficiency and attention to detail
  • Familiarity with major research systems and experience of Pension Transfer market


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