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Financial Planning Specialist

2 months ago

Harrogate, North Yorkshire, United Kingdom Reward Recruitment Full time

Financial Planning Specialist

Company: Reward Recruitment

Salary: Up to £40,000, plus bonus and benefits

Key Responsibilities:

  • Develop comprehensive Financial Strategies, including Suitability Assessments and Correspondence.
  • Conduct cash flow analysis and financial forecasting.
  • Compile and organize documentation to substantiate recommendations and clarify the chosen provider and product, focusing on Investments, Pensions, and Protection.
  • Support client consultations as needed, ensuring accurate note-taking and follow-up on any required actions.
  • Oversee personal workflows and responsibilities.
  • Enhance operational efficiency: assess, refine, and optimize paraplanning processes, systems, and protocols to boost productivity within the paraplanning team.

Qualifications:

  • Possession of the Diploma Level Four qualification (or nearing completion) with a commitment to achieving Chartered and/or Certified financial planner credentials.
  • Solid grasp of the financial planning framework and related compliance requirements.
  • Motivated and detail-oriented, capable of delivering results under pressure and ensuring accuracy.
  • Experience in report generation and performing investment and product market analysis.
  • Technically adept in all aspects of financial planning, particularly in pensions.
  • Proficient in utilizing technical financial planning tools, financial modeling, and back-office software.