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Financial Planning Specialist
2 months ago
We are delighted to be representing our highly successful, fast-growing national Financial Planning client, who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
About the RoleOur client has organically grown over the last 10 years and is a modern, highly ethical, and rewarding employer to work for. They deal with private clients relating to pensions and investment advice, ensuring financial security with their expert advice and guidance.
Key Responsibilities- Accurately prepare suitability reports and letters
- Ensure all client work is compliant and supported with relevant paperwork
- Undertake comparative research in preparation of client recommendations
- Complete technical research as part of the existing arrangement review process
- Perform tax planning analysis
- Produce and analyse cash flow modelling
- Understand clients' overall financial position from independent financial adviser fact finds
- Discuss client objectives with the relevant adviser, identifying and obtaining necessary client information to prepare the required suitability checks
- Ensure all client queries are appropriately investigated and accurate responses given
- Conduct annual reviews in line with service level agreements
- Keep up to date with all relevant product, legislative, and technical changes
- Attain and maintain a level of competence as required
Our client offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
