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Financial Planning Support Specialist

2 months ago

Stoke Prior, Worcestershire, United Kingdom Premier Jobs UK Full time £40,000
About the Role

This hybrid working opportunity as a Financial Planning Support Specialist is designed for individuals looking to join a dynamic and expanding financial advisory firm.

Key Responsibilities
  • Comprehensive Paraplanning: Deliver a full range of paraplanning services to Senior Financial Advisors, ensuring that client service and regulatory compliance are consistently upheld.
  • Financial Analysis: Develop cash flow models to assist in financial planning.
  • Research and Solutions: Conduct thorough research to pinpoint suitable financial planning options.
  • Collaboration: Work closely with clients' legal and tax professionals to ensure a cohesive approach to financial planning.
  • Implementation Oversight: Manage the execution of recommendations, including the completion of necessary application forms and compliance checks.
  • Client Relationship Management: Establish and nurture strong relationships with clients to enhance service delivery.
  • Report Writing: Exhibit exceptional skills in drafting suitability reports.
About the Company

This progressive financial advisory firm is led by esteemed professionals in the financial services sector, dedicated to fostering an inclusive environment and focusing on goal-oriented financial planning for clients.

Employee Benefits
  • Pension scheme
  • Life assurance
  • Group income protection
  • Health cash plans
  • Salary exchange options
  • Comprehensive employee well-being programs

This role offers a hybrid working model, allowing for a blend of remote work and office collaboration, along with opportunities to attend client meetings as needed.