Comprehensive Financial Planner

16 hours ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

Premier Jobs UK Limited seeks a Comprehensive Financial Planner to join our expanding team. As a vital member, you will contribute to building an efficient infrastructure that supports a 2:1 ratio of back-office professionals to Financial Advisors.

Your Key Responsibilities:

  • Client File Management: Prepare and maintain accurate and up-to-date client files, ensuring exceptional client service and compliance standards are consistently met.
  • Cash Flow Modelling: Develop and manage complex cash flow models to identify tailored financial planning solutions.
  • Research and Recommendations: Conduct in-depth research to recommend suitable financial planning strategies and prepare comprehensive suitability reports.

We are committed to creating a culture that prioritizes inclusivity, goal-based financial planning, and wellbeing. Our benefits package includes a salary of up to £42,000 per annum, pension, life assurance, group income protection, health cash plans, and salary exchanges.

Birmingham and Market Harborough locations offer a flexible working arrangement, balancing home working, office time, and occasional client meetings. We strive to build a workplace that values fairness, promotes employee happiness, and rewards outstanding performance.



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