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Paraplanning Professional

3 weeks ago

Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time
Job Opportunity:
Premier Jobs UK Limited is looking for a dedicated Client Service Specialist to join their team. This role offers a chance to work in a dynamic environment, providing exceptional client service and supporting senior financial advisors.

About the Job:
As a Client Service Specialist, you will be responsible for preparing and maintaining client files, building cash flow models, researching financial planning solutions, and creating recommendations and reports. You will also liaise with clients' external advisors and oversee the implementation of recommendations, ensuring all compliance requirements are met.

Responsibilities:
• Preparing and maintaining client files and reviews
• Building cash flow models
• Conducting research to identify suitable financial planning solutions
• Creating recommendations and reports
• Liaising with clients' external advisors
• Overseeing the implementation of recommendations and ensuring compliance

Requirements:
• Experience as a Paraplanner
• Excellent report writing skills
• Preferable experience of using cash flow modelling
• Full Diploma or close to achieving this would be beneficial
• Enthusiastic about the profession, forward-thinking, doing the right thing, and caring for clients and colleagues

Compensation and Perks:
The salary for this role is up to £42,000, along with company benefits like pension, life insurance, group income protection, health cash plans, and salary exchanges. Ongoing employee well-being programs promote a great work-life balance.