Paraplanning Support Specialist

2 days ago


Thornton Hough, United Kingdom Premier Jobs UK Full time

Premier Jobs UK is looking for a skilled Paraplanning Support Specialist to join our team. As a key member of our team, you will play a vital role in delivering exceptional financial planning services to our clients. With a strong focus on customer satisfaction, we strive to provide tailored solutions that meet the unique needs of each client.

Job Description

In this role, you will be responsible for providing research, analysis, and report writing support to our team of experienced Financial Advisors. Your duties will include:

  • Preparing pre-approval documents, ensuring recommendations are appropriate
  • Creating accurate, timely, and compliant suitability reports
  • Utilizing technology to produce innovative solutions
  • Undertaking financial calculations, including CGT and annual allowances
  • Ensuring all advice documentation is compliant
Requirements

To be successful in this role, you will need:

  • A strong understanding of financial planning principles and practices
  • Excellent communication and interpersonal skills
  • The ability to work accurately and efficiently under pressure
  • Familiarity with financial planning software and technology
Benefits

We offer a competitive salary of £45,000 - £55,000 per annum, depending on your qualifications and performance. Additionally, you will have access to ongoing training and professional development opportunities to enhance your skills and knowledge.



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