Senior Financial Planning Specialist

3 weeks ago


Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

We are seeking a highly skilled Senior Paraplanner to join our dynamic and friendly team at Puro Accountancy. As a Senior Paraplanner, you will work closely with Financial Planners to deliver top-tier financial planning services.

Main Responsibilities:
  • Act as the key point of contact for all technical queries within the firm.
  • Review and analyse data from client meetings to create tailored financial plans.
  • Prepare comprehensive suitability reports, client illustrations, and key features documents.
  • Ensure all client files are compliant and up to date.
  • Develop and maintain strong relationships with product providers while keeping the team informed of industry changes.
  • Assist in implementing the firm's investment strategies.
  • Draft financial solutions and present 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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