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Financial Planning Specialist

2 months ago

Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full time

Job Summary

We are seeking a talented Financial Planning Specialist to join our team at Dawn Consulting (Sw) Limited. As a Paraplanner, you will play a crucial role in supporting our financial planning hub, working on a remote/hybrid basis.

About the Role

This is an excellent opportunity for a career-driven individual to join a highly respected financial planning firm. As a Financial Services Professional, you will have the chance to work with a talented team, receive top-notch training and support, and enjoy a high degree of autonomy.

Key Responsibilities

  • Support the financial planning team in creating comprehensive financial plans for clients.
  • Conduct research and analysis to identify opportunities for growth and improvement.
  • Develop and maintain strong relationships with clients and stakeholders.
  • Stay up-to-date with industry developments and best practices.

Requirements

To be successful in this role, you will need:

  • A strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.

What We Offer

In return for your expertise and dedication, we offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.

Language

This role requires fluency in English.