Holistic Financial Planning Specialist

1 day ago


Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full time

Hays Accounts and Finance is proud to partner with a leading Chartered Financial Planning firm in the area. With a strong reputation built on referrals and word of mouth, they offer a unique opportunity for a motivated individual to join their small team. As a Fiscial Services Administrator/Paraplanner, you will work closely with the team and contribute to the provision of holistic financial planning for clients.

About the Job

The successful candidate will have previous experience in a similar role and be willing to study and gain qualifications. Key responsibilities include:

  • Supporting Financial Planners in client meetings.
  • Processing new business using various IT systems.
  • Contributing to the client review process.
  • Maintaining accurate client records.

With a competitive salary range of £25,000-£35,000 per annum, this is an exciting opportunity to develop your skills and career in financial services.

Benefits and Development

This role offers a supportive and collaborative work environment, where personal development is highly valued. The company provides opportunities for professional growth, including training and qualification support. If you are a driven and detail-focused individual looking to advance your career, apply now.



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