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Financial Planning Specialist

2 months ago

Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time
{"title": "Paraplanning Opportunity", "content": "Paraplanning Opportunity

We are seeking a skilled Paraplanning Professional to join our team in Market Harborough. As a key member of our financial planning team, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.

Key Responsibilities:
  • Conduct thorough research and analysis on various financial products and services.
  • Prepare detailed financial plans and reports for clients.
  • Assist in the creation and review of client investment portfolios.
  • Maintain up-to-date knowledge of financial regulations and industry standards.
  • Provide technical support and guidance to Financial Advisors.
  • Liaise with clients to gather necessary information and documentation.
  • Ensure all client information is accurately recorded and maintained.
Requirements:
  • Previous experience in a paraplanning role.
  • Strong understanding of financial planning, investment products, and regulatory requirements.
  • Excellent analytical and research skills.
  • Proficiency in using financial planning software and tools.
  • Exceptional attention to detail and accuracy.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Relevant qualifications in financial planning (e.g., Diploma in Financial Planning) are highly desirable.
Benefits:
  • Salary is £30,000 to £40,000 (DOE).
  • Opportunities for professional development and career progression.
  • Supportive and collaborative work environment.
  • Flexible working arrangements.
  • A chance to work with a dynamic and experienced team of financial professionals.

At Heat Recruitment, we are committed to providing top-notch financial planning services to our clients. If you are a motivated and skilled Paraplanning Professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

", "lang_code": "en-US"}