Senior Financial Planning Specialist

3 weeks ago


Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time
About the Role:
Puro Accountancy is a well-established and rapidly expanding Financial Planning firm seeking a proactive Senior Paraplanner to join their dynamic and friendly team. As the business continues to grow, they require an experienced individual to provide expert support and take on greater responsibility.

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:
  • Competitive salary of up to £46,000
  • Flexible working arrangements (including 2 days remote working)
  • 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

Skills and Qualifications Needed:
  • Minimum of 5 years' experience in a Paraplanning role
  • In-depth knowledge of Financial Planning practices
  • Level 4 Diploma in Financial Planning
  • Strong attention to detail
  • Excellent written and verbal communication skills


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