Senior Financial Planning Specialist
4 weeks ago
About the Role:
Puro Accountancy is a rapidly expanding Financial Planning firm seeking a proactive Senior Paraplanner to join their dynamic and friendly team. As the business continues to grow, they need an experienced individual to provide expert support and take on greater responsibility.
In this role, you will work closely with Financial Planners to deliver top-tier financial planning services. Your key responsibilities will include:
- Acting as the key point of contact for all technical queries within the firm.
- Reviewing and analysing data from client meetings to create tailored financial plans.
- Preparing comprehensive suitability reports, client illustrations, and key features documents.
- Ensuring all client files are compliant and up to date.
- Developing and maintaining strong relationships with product providers while keeping the team informed of industry changes.
- Assisting in implementing the firm's investment strategies.
- Drafting financial solutions and presenting proposals to clients.
What You'll Receive:
- A competitive salary of up to £46,000.
- Flexible working arrangements, including 2 days remote working.
- A company pension plan.
- Support with professional exams and clear progression opportunities.
- Life insurance (4x annual salary).
- On-site parking.
- 25 days holiday, plus bank holidays.
Skills and Qualifications Needed:
- A minimum of 5 years' experience in a Paraplanning role.
- In-depth knowledge of Financial Planning practices.
- A Level 4 Diploma in Financial Planning.
- Strong attention to detail.
- Excellent written and verbal communication skills.
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