Financial Planning Support Specialist
3 weeks ago
Job Title: Financial Planning Support Specialist
Location: City of London
Salary: Up to £50,000 per annum (dependent on experience and education)
About The Firm:
Our client is a distinguished independent financial advisory firm located in the City of London, committed to delivering outstanding financial planning and investment guidance to a varied clientele. The team is dedicated to crafting personalized strategies that empower clients to reach their financial aspirations.
Role Overview:
We are looking for a proficient and enthusiastic Financial Planning Support Specialist to become part of our client's vibrant team. The ideal candidate will be instrumental in assisting financial advisers by generating detailed documentation, performing thorough research, and ensuring that clients receive exemplary service.
Key Responsibilities:
- Documentation Creation: Develop detailed and compliant financial reports and suitability letters.
- Product Research: Execute in-depth research on financial instruments and investment prospects.
- Client Engagement: Interact with clients to collect essential information and provide updates regarding documentation timelines.
- Technical Assistance: Act as a resource for technical inquiries from advisers and client service teams.
- Review and Evaluation: Conduct thorough assessments of financial strategies and recommendations.
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