Financial Planner Support Specialist
3 weeks ago
Financial Planner Support Specialist
Antony James Recruitment Ltd is currently seeking a Financial Planner Support Specialist to enhance our client's team in the Financial Services industry. This role offers a competitive salary range of £27,000 - £50,000.
Key Responsibilities:
As a Financial Planner Support Specialist, your primary responsibilities will include:
- Drafting comprehensive suitability reports for clients of the firm's financial advisors, often involving complex technical details.
- Conducting thorough market research utilizing various platforms such as Adviser Office, Intelliflo, FE Analytics, Synaptic Comparator, O&M Pension Profiler, and Assureweb.
- Performing administrative tasks as needed, including preparing application forms, illustrations, and cover letters.
- Executing peer reviews to ensure quality and accuracy.
- Managing platform-related tasks, including client setup and payment arrangements.
- Ensuring that clients are consistently and appropriately invested.
Required Qualifications:
The ideal candidate for this Financial Planner Support Specialist role will possess:
- A minimum of Level 4 qualification, with a preference for candidates progressing towards Chartered status. Trainees should be committed to achieving Level 4 qualifications.
- A minimum of two years of experience in a paraplanning capacity, or two years of relevant experience in the financial sector for trainee applicants.
- Exceptional customer service skills.
- A solid understanding of Microsoft Office applications, with preferred experience in Adviser Office and/or Intelliflo, The Exchange, and online applications from insurance providers.
- Strong proficiency in English and Mathematics.
- The ability to work independently and manage a diverse range of tasks effectively.
What We Offer:
This permanent role as a Financial Planner Support Specialist provides an opportunity to join a dedicated and supportive team. The salary offered is competitive, ranging from £27,000 to £50,000 per annum.
Application Process:
To be considered for this Financial Planner Support Specialist position, please submit your application through the appropriate channels.
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