Financial Planning Specialist

2 weeks ago


Wilford, United Kingdom Brook Street Full time
Company Overview:
Brook Street is a prominent financial services provider dedicated to delivering comprehensive and transparent guidance on intricate financial products.

Position Summary:
We are currently looking for two skilled paraplanners to enhance our Adviser Team's efforts in managing new and replacement business submissions.

Compensation and Benefits:
- Competitive salary, commensurate with experience
- 25 days of annual leave plus public holidays and a day off for your birthday
- Access to private health insurance after one year
- Enhanced pension plan
- Death in service benefit

Support for Professional Development:
We offer financial assistance for further qualifications.

Location:
NG2 Nottingham with potential for remote work options.

Key Responsibilities:
- Conduct thorough analyses of client needs, develop cash flow models, and maintain accurate client records.
- Research and evaluate financial products to align with client goals and requirements.
- Design financial planning strategies encompassing investment, retirement, tax, and estate planning, supported by detailed reports and computer models.
- Draft suitability letters and reports, ensuring meticulous management of client files and back-office IT records throughout the advisory process.
- Prepare client review documents, updating cash flow models and investment performance analyses, along with relevant supporting materials.
- Collaborate with colleagues to ensure timely preparation of application and provider forms, keeping clients informed throughout the process.

Ideal Candidate Profile:
- Proven experience in paraplanning within an Independent Financial Advisor (IFA) or Wealth Management setting.
- Proficient in major research systems (e.g., Analytics, Voyant, etc.).
- Familiarity with the Pension Transfer market; knowledge of Final Salary Pension Transfers is a plus but not mandatory.
- Experience in managing IHT and/or Investment products.
- Up-to-date understanding of relevant regulations and legislation.

We encourage applications from all qualified individuals who possess the necessary experience and skills.

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