Senior Financial Planning Administrator

3 days ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000

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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