Financial Planning Support Specialist

3 weeks ago


Poole, Poole, United Kingdom Heat Recruitment Ltd Full time £42,000

Position Overview:

We are seeking a knowledgeable Financial Planning Support Specialist to join our esteemed team. This role offers a competitive salary of up to £42,000 and provides the flexibility of home-based work, with occasional travel for meetings.

Company Background:
Our client is a distinguished financial advisory firm with a stellar reputation in the financial services sector. With over 30 years of experience, they specialize in delivering a comprehensive suite of services to private clients, corporations, high-net-worth individuals, and financial professionals throughout the UK.

Role Responsibilities:
The successful candidate will play a crucial role in supporting the financial planners within the organization. Key responsibilities include:

  • Assisting in the preparation of financial reports and documentation.
  • Utilizing various software tools to enhance service delivery.
  • Collaborating with financial advisors to ensure client needs are met effectively.

Benefits:
In addition to a competitive salary, the position offers:

  • 25 days of annual leave plus bank holidays.
  • A contributory pension scheme of approximately 10%.
  • Private medical insurance.
  • Life assurance coverage at 4x salary.
  • Opportunities for professional development and career progression.

Additional Information:
We value referrals; if you know someone who would be a great fit for this role, refer them to us and receive a reward if we assist them in securing a new position.


Keywords:
report writer, financial planner, technical sales support, technical planner, para planner, paraplanner, trainee financial adviser, trainee IFA.

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