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Financial Planning Specialist
2 months ago
We are a top-tier wealth management firm dedicated to delivering bespoke financial advice to high-net-worth clients.
Job SummaryWe are seeking a detail-oriented professional to support our financial advisers and help drive our continued success.
Key Responsibilities:- Prepare comprehensive financial planning reports and recommendations for clients, ensuring all reports and advice adhere to FCA compliance standards.
- Conduct in-depth research and analysis on financial products, including pensions, investments, and protection solutions.
- Assist financial advisers in preparing for client meetings, providing technical support and guidance.
- Liaise with clients and providers to ensure the smooth implementation of financial plans.
- Maintain and update client files, ensuring accurate and up-to-date records.
- Diploma-qualified (DipPFS or equivalent), with a strong understanding of financial planning and products.
- Experience in a paraplanning role within a wealth management firm or IFA.
- Excellent report-writing skills with strong attention to detail.
- Proficiency in financial software (e.g., Intelligent Office, Voyant) and Microsoft Office.
- Strong communication skills and the ability to work both independently and as part of a team.
- Competitive salary: £35,000 – £40,000 (dependent on experience and qualifications).
- Bonus structure: Performance-based rewards.
- Work-life balance: 25 days holiday plus bank holidays, with flexible working options available.
