Financial Planning Support Specialist
3 weeks ago
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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