Financial Planning Specialist

3 hours ago


Metropolitan Borough of Solihull, United Kingdom Pertemps Full time
Pertemps Seeks Paraplanning Expert

We are looking for an ambitious and experienced paraplanning specialist to join our team in the Solihull area. The successful candidate will be responsible for assessing fact find documentation, attitude to risk questionnaires, and advisor proposals to develop comprehensive financial plans.

This is a fantastic opportunity for individuals looking to further their career in the financial services sector, with potential for growth and educational support available. Pertemps offers a competitive salary of £32,500 per annum, depending on experience, which provides an attractive package for the right candidate.

About the Role:
  • Gain exposure to investments, pensions, tax planning, and protection cases.
  • Conduct research on funds and product providers, analyzing data to inform investment decisions.
  • Work with various platform sites to manage client data and transactions efficiently.
Requirements:
  • Relevant experience in financial services, preferably within independent financial advice.
  • Strong IT skills, with proficiency in Microsoft Office.
Benefits:

Ongoing education and training opportunities to support professional development.

A dynamic work environment that fosters growth and collaboration.



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