Holistic Financial Services Professional

15 hours ago


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

**About Us:** Premier Jobs UK Limited is a leading provider of financial planning services in the Wirral area. We pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients.

We are now seeking a highly skilled Paraplanning Support Specialist to join our team. The successful candidate will be responsible for providing paraplanning support to our Financial Advisors and assisting with cashflow modelling tasks.

**Key Skills and Qualifications:

  • Strong knowledge of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently under pressure.

**What You'll Do:

  • Work closely with our Financial Advisors to deliver exceptional financial planning services.
  • Develop and maintain strong relationships with clients.
  • Contribute to the growth and success of Premier Jobs UK Limited.

**Our Benefits:

  • A competitive salary of approximately £35,000 - £40,000 per annum, depending on experience.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.


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