Financial Planning Professional

15 hours ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time £45,000
Job Overview
Premier Jobs UK Limited is seeking a highly skilled Financial Planning Paraplanner to join our team in the Wirral. As a key member of our hybrid-based paraplanning team, you will play a vital role in providing exceptional financial planning solutions to our clients.

This is an excellent opportunity for an individual looking to develop their skills and career in a dynamic and growing company. You will work closely with our experienced Financial Advisors to deliver high-quality financial planning services to clients. Your responsibilities will include providing research and analysis support, preparing pre-approval documents, and undertaking financial calculations. If you have a strong background in financial planning and are confident in your ability to write bespoke advice for complex cases, this could be the perfect role for you.

We offer a competitive salary of £35,000 - £40,000 per annum, depending on experience, plus a range of benefits including 4x disability insurance, private medical insurance, group income protection, and a generous pension scheme. You will also have the opportunity to develop your skills and progress your career within our company, with individual development plans tailored to your needs and aspirations.

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