Senior Financial Planning Specialist

4 weeks ago


Mere, United Kingdom Puro Accountancy Full time
About the Role

Puro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As the business continues to grow, they require a proactive individual to provide expert support to their team.

Main Responsibilities
  • Act as the key point of contact for all technical queries within the firm.
  • Review and analyse data from client meetings to create tailored financial plans.
  • Prepare comprehensive suitability reports, client illustrations, and key features documents.
  • Ensure all client files are compliant and up to date.
  • Develop and maintain strong relationships with product providers while keeping the team informed of industry changes.
  • Assist in implementing the firm's investment strategies.
  • Draft financial solutions and present proposals to clients.
What You'll Receive
  • A competitive salary of up to \u00a346,000.
  • Flexible working arrangements, including 2 days remote working.
  • A company pension plan.
  • Support with professional exams and clear progression opportunities.
  • Life insurance (4x annual salary).
  • On-site parking.
  • 25 days holiday, plus bank holidays.
Requirements
  • A minimum of 5 years' experience in a Paraplanning role.
  • In-depth knowledge of Financial Planning practices.
  • A Level 4 Diploma in Financial Planning.
  • Strong attention to detail.
  • Excellent written and verbal communication skills.


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