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Financial Planning Specialist
2 months ago
We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Reed Financial Services. As a key member of our team, you will play a vital role in providing technical financial planning support to our advisers.
The ideal candidate will have a strong background in financial planning, with a Chartered status or a strong willingness to work towards it. You will be responsible for preparing financial reports, conducting research, and developing financial strategies to ensure the best possible outcomes for our clients.
As a Paraplanning Expert, you will work closely with our team to manage client portfolios, develop financial plans, and provide exceptional client service. You will also be expected to engage in continuous professional development to stay up-to-date with industry changes and advancements.
We are looking for someone with exceptional IT skills, including proficiency in VBA, to streamline processes and enhance client services. You will also need to demonstrate a strong work ethic and the ability to thrive in a fast-paced environment.
The successful candidate will have a strong understanding of financial products and regulations, as well as excellent communication and interpersonal skills. You will be a team player who is able to build and maintain strong relationships with clients and colleagues alike.
We offer a competitive rewards package for hard work and dedication, as well as a clear path for career progression. Whether you are looking to become an adviser, manage clients, or lead a paraplanning team, we can provide you with the opportunities you need to succeed.
To be considered for this role, please submit your CV and cover letter detailing your relevant experience and qualifications.
