Senior Financial Planning Specialist
3 weeks ago
We are seeking a highly skilled Financial Planning Specialist to join our team at JJ SEARCH LIMITED. As a Senior Financial Paraplanner, you will be responsible for providing expert financial planning advice to our high-net-worth clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, taking into account their investment, pension, and protection needs.
- Provide expert advice on complex financial planning issues, including investments, pensions, and protection.
- Work closely with our Wealth Management team to deliver high-quality financial planning services to clients.
- Stay up-to-date with industry developments and best practices in financial planning.
Requirements:
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Studying towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
- Proven experience in financial planning practices and disciplines, including investments, pensions, and protection.
- Proficient in Microsoft Office, including Word, Excel, and PowerPoint.
- Experience with XPlan & Cashflow planning software (desired).
What We Offer:
As a Financial Planning Specialist at JJ SEARCH LIMITED, you will have the opportunity to work with a highly respected Wealth Management firm, delivering high-quality financial planning services to our high-net-worth clients. If you are a motivated and experienced financial planning professional, we encourage you to apply for this exciting opportunity.
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