Senior Financial Planning Specialist

4 days ago


Winnersh, United Kingdom Mulberry Recruitment Full time
Company Overview

Mulberry Recruitment is a leading recruitment agency that connects top talent with innovative businesses. Our clients trust us to deliver exceptional results, and we're committed to finding the perfect fit for every role.

Salary

The estimated annual salary for this position is £45,000 - £60,000, depending on experience and qualifications.

Job Description

We're seeking an experienced Pensions Paraplanner to join our client's team in Winnersh. As a key member of the Financial Planning Team, you'll be responsible for developing financial solutions that meet our clients' needs and objectives.

Duties:

  1. Develop and maintain comprehensive suitability reports for high-net-worth clients, including tax calculations where necessary.
  2. Prepare and submit applications, gather data, and maintain accurate client records.
  3. Liaise with product providers and third-party suppliers to acquire necessary information and formulate recommendations.
  4. Collaborate with the Financial Adviser to prepare and review suitability reports, ensuring timely completion and accuracy.
  5. Support administrative functions, such as new business processing, income matching, and management information reporting.
Required Skills and Qualifications

To succeed in this role, you'll need:

  • Level 4+ Financial Services qualifications.
  • Strong analytical and problem-solving skills, with the ability to work independently.
  • Proficiency in major desktop applications, including Microsoft Word, Excel, and Outlook.
  • Previous experience using report writing software is a distinct advantage.
Benefits

We offer a competitive package, including:

  • A generous salary range (£45,000 - £60,000).
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.


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