Financial Planning Professional

1 day ago


Milton Keynes, Milton Keynes, United Kingdom CV-Library Full time

At CV-Library, we have a unique opportunity for a talented Financial Planning Professional to join our team. This exciting role will see you working as a Paraplanner, analysing portfolios and products to produce reports.

You will be responsible for preparing cash flow analysis and providing technical research to support the financial planning team. With excellent communication skills, you will work closely with colleagues on the financial planner, admin, and compliance teams to deliver high-quality results.

We are looking for an experienced individual who can thrive in a dynamic environment. As a Financial Planning Professional, you will have a strong understanding of financial planning principles and practices. Your analytical and problem-solving skills will enable you to make informed decisions and drive business growth.

This is an excellent opportunity for someone looking to take their career to the next level. If you are passionate about financial planning and have a desire to learn and grow, we would love to hear from you.

The estimated salary for this position is £45,000-£60,000 per annum, depending on experience. You will also receive a range of benefits, including 25 days annual leave, an extra day off for your birthday, life assurance, and private healthcare for you and your family.



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