Financial Planning Support Specialist
5 hours ago
Job Overview:
A rare opportunity to join a thriving financial planning firm in the Midlands as a Paraplanner. In this exciting role, you will work closely with a Senior Financial Advisor to deliver exceptional client service and ensure compliance is met.
About the Company:
Premier Jobs UK Limited is home to a highly respected team of professionals who are dedicated to providing goal-based financial planning solutions for clients. The company offers a comprehensive range of benefits, including a competitive salary, pension scheme, life assurance, group income protection, health cash plans, and salary exchanges.
Job Description:
This paraplanning job involves building strong relationships with clients, establishing trust, and delivering tailored financial planning recommendations. Key responsibilities include researching suitable solutions, identifying areas for further planning, liaising with legal and tax advisors, and overseeing implementation of recommendations.
Requirements:
To succeed in this role, you should have excellent suitability report writing skills, be detail-oriented, and possess excellent communication skills. A strong understanding of financial planning principles and experience working with clients are essential.
Salary and Benefits:
The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience. Additional benefits include 25 days' annual leave, flexible working hours, and regular training opportunities.
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