Financial Services Specialist

24 hours ago


Newton Abbot, Devon, United Kingdom Oval Recruit Full time
Key Responsibilities

We are seeking an experienced Paraplanner or a skilled technical report writer to join our team as a Financial Services Specialist.

The ideal candidate will have a strong understanding of financial services products and technologies, as well as excellent research and analytical skills.

Key responsibilities include:

  • Interpreting client information and producing high-quality reports that meet client needs.
  • Working closely with advisers to gain a deep understanding of client positions, objectives, and requirements.
  • Producing in-depth suitability reports, illustrations, and analysis to present to clients.
  • Staying up-to-date with industry knowledge and regulatory requirements.
  • Collaborating with the administrative team to ensure seamless client onboarding and platform details.
  • Contributing to the development of the wealth management team through recommendations and feedback.
Requirements

To be successful in this role, you will need:

  • Strong Paraplanning skills and a diploma qualification, or close to qualifying with a keen desire to learn and develop.
  • Excellent understanding of financial services products and technologies.
  • Excellent research and analytical skills.
  • Strong communication and interpersonal skills.
About Oval Recruit

Oval Recruit is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and supporting our clients in finding the best talent for their teams.



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