Senior Financial Planning Specialist

4 days ago


Barnet, Greater London, United Kingdom Recruit UK Full time
Senior Paraplanner Opportunity

We are working with a leading financial planning firm in Barnet who are seeking a senior paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner to join a company that challenges conventional practice methods and offers transparency to clients.

Key Responsibilities:
  • Conduct in-depth research and analysis on financial products and strategies, including pensions, ISA, investment bonds, EIS, VCT, business relief, protection, and trust planning.
  • Prepare detailed reports, including cash flow forecasts and recommendations, to support financial planners in creating tailored financial plans for clients.
  • Assist in the development of financial plans, ensuring all client documentation is accurate and compliant.
  • Support advisers in client meetings and manage follow-up actions.
What We Offer:
  • Competitive salary up to £50,000, depending on skill set and experience.
  • Employer's pension contribution.
  • Generous holiday entitlement.
  • Death in Service benefit.
  • Opportunity to work in a Chartered financial planning firm.
Requirements:
  • 4 years of experience as a paraplanner.
  • Level 4 Diploma Qualified.
  • Exposure to different software, systems, and technologies.
  • Excellent verbal and written communication skills.


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