Financial Planning Support Specialist
2 weeks ago
At CleverHR, we are seeking an experienced Paraplanner to join our boutique financial practice. As a key member of our team, you will be responsible for providing technical support and delivering high-quality services to our clients.
About You
- We are looking for a professional with a minimum of 3 years experience in the financial planning industry and a Diploma Level 4 qualification. Ideally, you will be working towards Chartered status.
- You should have a positive attitude, proficiency in financial planning software, and knowledge of industry regulations and compliance standards.
- Strong communication skills are essential, as you will need to explain complex concepts to our clients and collaborate effectively with your colleagues.
Key Responsibilities:
- You will deliver technical support to our clients, source external solutions, and draft advice on their behalf.
- Staying up-to-date with industry news is crucial, and you will address client queries promptly while adhering to our Service Level Agreements (SLAs).
- In this role, you will also engage in mentoring, maintain product knowledge, and demonstrate attention to detail.
The estimated salary for this position is £40,000 - £55,000 per annum, depending on experience. We offer a competitive package, including opportunities for progression into an adviser role.
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