Senior Financial Planning Specialist

3 weeks ago


Wakefield, Wakefield, United Kingdom Fortem People Limited Full time
Job Overview

Flexible Working Options Available

Fortem People Limited is seeking a Self-Employed Financial Planning Specialist to collaborate with our esteemed Wealth Management partner.

Position Objective:

To assist the Practice in guiding and advising clients on financial strategies, plans, and products, while managing technical tasks, illustrations, and documentation.


Primary Responsibilities:
Collaborate closely with Advisors to fulfill Client goals, pinpointing opportunities for effective Financial Planning and sourcing appropriate solutions to meet Client expectations;

Develop comprehensive financial planning solutions (including investment, retirement, tax, and estate planning) supported by detailed computer models and reports;

Evaluate current and future asset allocation for a suitable investment strategy aligned with the Client's risk profile;

Create clear and thorough reports with recommendations that adhere to compliance standards;

Draft suitability letters and reports (in coordination with administrators), taking full ownership of client files and back-office IT records throughout the advisory process;

Serve as the primary resource for technical inquiries, focusing on supporting the complete Client journey;

Prepare client reviews, update cash flow models, conduct investment performance assessments, and produce supporting documents, discussion papers, and computer models;

Gather information, quotes, illustrations, and product details to provide meaningful comparisons for analysis;

Assist in preparing tax calculations as needed; support Client review meetings when necessary; stay informed about template updates and advisory notes;

Qualifications and Experience:
Minimum of 1 year of paraplanning experience with St. James's Place;

Possession of or actively pursuing a Level 4 Diploma in Financial Planning (or FPC qualified with substantial industry experience);

Chartered Financial Planner status (or working towards it);

Proficient with major research systems (e.g., Analytics, Voyant, etc.); Experience in the Pension Transfer market;

Experience in managing IHT and/or Investment products; Demonstrates current knowledge of relevant regulations and legislation.

Benefits:
  • Performance-based bonus structure, OTE £50k
  • Generous holiday allowance: 25 days plus Christmas shutdown and bank holidays
  • Additional day off for every 2 years of service (up to a maximum of 32 days)
  • Opportunities for progression and training
  • 6% Pension contribution
  • Salary Sacrifice scheme
  • Quarterly team outings


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