At a Glance
- Tasks: Analyse client needs, build cash flow models, and create investment solutions.
- Company: JobTailor, a leading financial planning firm in the UK.
- Benefits: Competitive salary, professional development, and supportive work environment.
- Other info: Opportunity for career growth and continuous professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Two years of industry experience and strong analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
JobTailor in the United Kingdom is seeking an experienced Financial Planning professional to analyse client requirements, build cash flow models and document data accurately. You will design investment, retirement and long-term care planning solutions supported by clear reports. You will prepare letters, liaise with administrators, and support the full advice process while maintaining CPD compliance.
Strong analytical and communication skills, plus two years of industry experience, are essential.
We think you need these skills to ace Senior Financial Planning Paraplanner in Gateshead
Financial Analysis
Cash Flow Modelling
Data Documentation
Investment Planning
Retirement Planning
Long-Term Care Planning
Report Writing
