Financial Planning Specialist
2 weeks ago
Reed Financial Services is seeking a skilled Paraplanner to join their dynamic team at a leading financial advice network.
Key Responsibilities:
- Provide comprehensive support to financial planners across various areas, including pensions, investments, protection, and cashflow planning.
- Liaise with product providers to gather necessary data and stay up-to-date with industry developments.
- Regularly report to the Paraplanning Team Leader and Operations Manager, ensuring adherence to data protection principles and company policies.
- Promote and ensure the delivery of Client Best Interest outcomes as per company policy.
- Prepare and issue personal illustrations, key features documents, and other relevant information.
- Maintain a complete audit trail in the software system to justify product selection and ensure compliance.
Requirements:
- Significant experience within the financial services industry.
- Proficient in Microsoft Office applications and familiar with industry-specific software like Intelligent Office CRM.
- Up-to-date knowledge of financial services providers and products.
What We Offer:
- Opportunities for professional development and training in areas like strategic financial planning and cashflow modelling.
- A supportive team environment that fosters personal and professional growth.
- Competitive salary and benefits package.
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