Senior Financial Planning Associate

15 hours ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time
Paraplanner Job in the Wirral

This role is ideal for a skilled professional seeking to contribute to a growing organization and assist in delivering exceptional financial planning services.

As a Paraplanner, you will provide essential support to our team of Financial Advisors who offer comprehensive financial planning to clients, including cashflow modelling.

Key Responsibilities:

  • Offer paraplanning assistance to Financial Advisors
  • Contribute to the development of holistic financial plans
  • Collaborate on cashflow modelling for clients

We are seeking an experienced Paraplanner with strong analytical skills and excellent communication abilities. The successful candidate will have the opportunity to work closely with our Financial Advisors and contribute to the growth of our company.

The estimated salary for this position is £35,000 - £45,000 per annum, depending on experience. This figure is based on industry standards for similar roles in the Wirral area.



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