Financial Services Specialist
24 hours ago
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.
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.
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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