Financial Planning Support Specialist

4 days ago

Birmingham, Birmingham, United Kingdom NJR Recruitment Full time
About the Role

NJR Recruitment is partnering with a well-established Chartered financial planning firm to find a skilled Technical Sales Support / Paraplanner. This individual will work closely with the Financial Planner to provide expert guidance to clients, preparing for client meetings by conducting analysis, opportunity spotting, and drafting suitability reports.

Key Responsibilities
  • Understand and articulate the Financial Planner's requirements.
  • Analyze clients' existing financial arrangements and conduct gap analyses.
  • Research investment products in alignment with clients' objectives and circumstances.
  • Prepare clear and compliant Suitability and Ongoing Suitability Reports.
  • Organize and prep cases for client meetings.
  • Maintain effective communication with the Financial Planner to meet service level agreements.
  • Ensure compliance with FCA regulatory requirements.
  • Develop professional relationships with product providers.
  • Collaborate with team members to enhance client experience and identify improvements.
Essential Experience/Qualifications
  • Strong organizational and prioritization skills under pressure.
  • Excellent verbal and written communication abilities.
  • Confident in influencing at all levels.
  • Highly numerate with keen analytical skills and attention to detail.
  • Self-motivated and able to work independently and as part of a team.
  • Previous experience in an IFA environment, with knowledge of retail investment products.
  • Proficient in MS Word and Excel.
  • Ability to balance commercial needs with compliance requirements.
Desirable Qualifications
  • Familiarity with research tools and software (e.g., FE Analytics, Iress, Dynamic Planner).
  • Experience with Intelligent Office (IO) back office system.
  • Knowledge of Structured Products, IHT Planning, SIPP providers, and specialist funds.
  • Understanding of industry legislation, including MiFID II, GDPR, and AML.
  • Willingness to pursue continuous professional development, including Level 4 Financial Services Diploma qualification.
Key Skills and Personal Attributes
  • Positive, friendly, and service-oriented demeanor.
  • Articulate communicator with an excellent telephone manner.
  • Strong integrity and ability to maintain confidentiality.
  • Hardworking and responsive, dedicated to high-quality service.
  • Exceptional attention to detail and commitment to high standards.
  • Ability to thrive both independently and within a team environment.
  • Willingness to support colleagues and contribute to a collaborative team culture.

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