Paraplanning Support Specialist

3 days ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

Premier Jobs UK Limited is a growing company seeking a Paraplanning Support Specialist to join our team. In this role, you will be responsible for assisting our Financial Advisors in providing excellent financial planning solutions to our clients.

You will work closely with our team to provide holistic financial planning and cashflow modelling services to our clients. This is an excellent opportunity for someone looking to develop their skills in paraplanning and contribute to the growth of our company.

The successful candidate will have a strong understanding of financial planning principles and be able to communicate effectively with clients. A salary of £28,000 - £38,000 per annum, depending on experience, is available for this position.

Key Responsibilities:
  1. Assist in preparing financial plans and models for clients
  2. Provide administrative support to Financial Advisors
  3. Develop and maintain client relationships

We offer a range of benefits, including professional development opportunities and a supportive team environment. If you are a motivated individual looking to advance your career in financial planning, please apply for this exciting opportunity.



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