Senior Financial Planning Administrator
3 days ago
Pursue a rewarding career as a Paraplanner with Premier Jobs UK Limited in the Midlands.
As a Paraplanner, you will work closely with Senior Financial Advisors to deliver exceptional client service and ensure compliance.
Your key responsibilities will include:
- Preparing and maintaining accurate client files and reviews
- Developing cash flow models to inform financial planning decisions
- Conducting research to identify suitable financial solutions for clients
- Preparing recommendations and suitability reports
- Identifying areas for further financial planning opportunities
- Liaising with clients' legal and tax advisors
- Overseeing implementation of recommendations, completion of application forms, and ensuring all compliance requirements are met
- Attending client meetings on occasions
- Fostering strong relationships with clients through excellent communication and interpersonal skills
To succeed in this role, you will need:
- Previous experience as a Paraplanner or similar role
- Excellent suitability report writing skills
- Experience with cash flow modelling would be advantageous
- A minimum of a Diploma in a related field or close to achieving this qualification
- A passion for your profession, being forward-thinking, and actively caring for clients and colleagues
This role offers a competitive salary of up to £42,000, plus benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges. A hybrid working arrangement allows for a mix of home and office-based work, and some client meetings.
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Senior Financial Planning Administrator
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