Senior Financial Planning Specialist

3 weeks ago

Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time
Senior Paraplanner Job Opportunity

We are seeking a highly skilled Senior Paraplanner or Chartered Paraplanner to join our client's independent financial planning business, as part of their strategic growth plan.

The business is independently owned and has a team of 6, growing to 8, who all enjoy working together in a collaborative environment. With over 10 years of experience, the business has consistently grown through organic means, year-on-year, from professional introducers and referrals.

Key Responsibilities:

  • Providing high-quality financial planning services to clients
  • Working closely with the team to achieve business growth objectives
  • Developing and maintaining strong relationships with clients and professional introducers

About the Business:

Our client is a reputable and established independent financial planning business, committed to delivering exceptional service to their clients. If you are a motivated and experienced Senior Paraplanner or Chartered Paraplanner looking for a new challenge, we encourage you to apply for this exciting opportunity.

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