Financial Planning Support Specialist

3 weeks ago


Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

Are you aspiring to advance your career in Financial Planning?

Recruit UK | Certified B Corp™ is on the lookout for a diligent and detail-focused individual to take on the role of Financial Planning Support Specialist. In this position, you will provide essential assistance to a prominent UK Wealth Management firm's Advisors and clients, facilitating the financial planning process from start to finish.

Your Responsibilities:

  • Oversee current policy documentation, including the issuance of letters of authority and the retrieval of policy information.
  • Develop new business illustrations to support client needs.
  • Assist in conducting analyses and comparisons for Advisors and Paraplanners utilizing financial planning software.
  • Organize required application forms and documentation.
  • Ensure precise data management within company systems.

Preferred Qualifications:

  • Progressing towards a Regulated Diploma in Financial Planning (CII).
  • A solid understanding of the Financial Planning process.
  • Capability to work autonomously, prioritize tasks effectively, and exhibit a proactive mindset.
  • Strong communication skills, both written and verbal.

What We Offer:

  • Enjoy 25 days of annual leave (plus bank holidays) with the option to purchase additional days.
  • Experience a flexible Hybrid Work-from-Home/Office arrangement, with necessary equipment provided.
  • Life Assurance (4x salary), a generous pension scheme (10% contribution), and Private Health Insurance.
  • Access to an Employee Wellbeing Assistance Programme, Season Ticket Loan, Share Incentive Scheme, Financial Advice, and a Discretionary Bonus.

If you possess experience in financial services and are keen to progress towards becoming a Paraplanner or eventually a Financial Advisor, consider joining a dynamic firm that can support your professional aspirations.

REF: 9133



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