Financial Planning Specialist

4 weeks ago


Nottingham, Nottingham, United Kingdom Harper Recruitment Full time £35,000

Working Hours:
Monday to Friday, standard office hours

Join a prominent Financial Services organization and elevate your career as a Financial Planning Specialist.

We are seeking an individual with a robust background in financial planning within an Independent Financial Advisory or Wealth Management environment, adept in utilizing financial analysis tools and methodologies.

Assess client requirements, develop cash flow projections, and meticulously document client information.
Investigate and choose financial solutions that align with clients' objectives.
Formulate comprehensive financial strategies, encompassing investment, retirement, taxation, and estate planning, leveraging analytical models and reports.
Perform client evaluations, refresh cash flow forecasts and investment outcomes, and generate essential documentation and reports.
Proficiency with investment vehicles and leading research platforms is essential.
Understanding of the pension transfer landscape is highly desirable.

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