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Financial Planning Professional
2 months ago
We are seeking a highly skilled Financial Planning Professional to join our team at enable Recruitment. As a key member of our team, you will play a crucial role in supporting our advisers in researching, analysing and preparing financial plans and reports for clients.
Key Responsibilities:- Support the development of financial plans and reports for clients, ensuring compliance with regulatory standards and best practices.
- Conduct research and analysis to identify opportunities for clients, and provide recommendations for financial planning and investment strategies.
- Collaborate with our advisers to deliver high-quality financial planning services to clients, and provide ongoing support and guidance as needed.
- Minimum of 2 years' experience as a Paraplanner or similar role in the financial services industry.
- Chartered or studying towards level 6 chartered status.
- Strong knowledge of financial planning and investment products, including pensions and VCT/EIS.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Competitive salary and bonus scheme.
- 25 days' holiday plus bank holidays.
- Modern and attractive office space in Central Cheltenham.
- Pension, life insurance, income protection, and private medical insurance.
- Ongoing professional training and development opportunities.
If you are a motivated and experienced Financial Planning Professional looking for a new challenge, we would love to hear from you. Please submit your application, including your CV and a cover letter, to enable Recruitment.
