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Financial Planning Specialist
2 months ago
A distinguished financial advisory firm is seeking a knowledgeable and proficient Financial Planning Specialist.
Role Responsibilities- Engage with Wealth Managers and Advisors to formulate and present comprehensive financial strategies tailored for high-net-worth individuals.
- Conduct thorough research and evaluation of diverse financial instruments, investment methodologies, and tax optimization strategies.
- Generate precise and detailed client documentation, encompassing cash flow projections, investment performance metrics, and risk evaluations.
- Remain informed about regulatory developments, market dynamics, and industry best practices to ensure adherence and provide exceptional guidance.
- Support the development and training of junior financial planners, imparting knowledge and expertise within the team.
- Significant experience as a Financial Planning Specialist within the financial services sector, ideally in a high-net-worth context.
- In-depth understanding of investment vehicles, financial strategy formulation, tax implications, and compliance standards.
- Proven track record in crafting intricate financial plans, including cash flow analysis and investment evaluations.
- Professional credentials such as a Diploma in Financial Planning (DipPFS) are advantageous, or candidates should be in the process of obtaining this qualification.
- Competitive remuneration package.
- 25 days of annual leave in addition to public holidays.
- Pension scheme.
