Paraplanning Support Specialist
2 days ago
The role involves supporting Financial Advisors with their daily tasks, enabling them to deliver premium services to clients. As a skilled Paraplanner, you will be responsible for providing research, analysis, and report writing assistance.
About the Company:Premier Jobs UK Limited offers a dynamic and supportive work environment that prioritizes employee growth and development.
Job Requirements:- Experience as a Paraplanner
- Good knowledge of financial planning and experience writing bespoke advice
- Confidence in undertaking research and financial calculations
- Level 4 Diploma in Financial Planning (or equivalent)
- Salary up to £45,000 depending on experience
- Company benefits, including 4x DIS, PMI, and pension schemes
- Hybrid working arrangement
- Excellent career progression opportunities
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Paraplanning Support Specialist
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Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time**Job Description:** We are seeking a skilled Paraplanning Support Specialist to join our team at Premier Jobs UK Limited. In this role, you will provide paraplanning support to our team of Financial Advisors and assist with cashflow modelling tasks.The successful candidate will have a strong understanding of financial planning principles and practices, as...
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Paraplanning Support Specialist
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Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full timeJob Overview: Paraplanning Support Specialist This role involves providing paraplanning assistance to our team of Financial Advisors who deliver comprehensive financial planning services to clients.The successful candidate will be responsible for contributing to the development of holistic financial plans and collaborating on cashflow modelling for...
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