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Financial Planning Specialist
2 months ago
Job Summary:
We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Deerfoot I.T. Resources Limited. As a key member of our financial planning department, you will play a critical role in supporting our clients' financial planners, conducting research, and ensuring exceptional service for our clients.
Key Responsibilities:
- Assist in the development of comprehensive financial plans for clients, utilizing industry-leading software and tools.
- Prepare detailed reports, charts, and financial models to support client recommendations.
- Analyze client data and provide expert recommendations for financial strategies, ensuring alignment with regulatory requirements.
- Serve as a primary point of contact for client inquiries and follow-ups, providing exceptional customer service.
- Conduct research on investment options, financial products, and market trends to stay up-to-date on industry developments.
- Lead and mentor a team of junior financial planning specialists, promoting knowledge sharing and best practices.
- Ensure compliance with regulatory requirements and company policies, maintaining a high level of professionalism and integrity.
- Identify opportunities for improving financial planning processes, implementing changes to enhance efficiency and effectiveness.
Requirements:
- Proficient in Microsoft Office Suite and financial planning software, with a strong understanding of financial planning principles.
- Relevant financial planning certifications (e.g., CII) and a Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 5+ years of experience in a financial planning or similar role, with a proven track record of delivering high-quality results.
- Strong leadership and project management skills, with the ability to motivate and guide a team.
What We Offer:
- A competitive salary range of £50k-£60k, plus benefits.
- A hybrid working arrangement, with a mix of remote and in-office work.
- The opportunity to work with a dynamic and engaging team, contributing to the success of Deerfoot I.T. Resources Limited.
