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Financial Planning Associate

2 months ago

Poole, Poole, United Kingdom Reward Recruitment Full time
{"title": "Paraplanning Role", "description": "Job Summary

We are seeking a skilled Paraplanning Specialist to join our team at Reward Recruitment Limited. As a key member of our financial planning team, you will be responsible for preparing financial plans, suitability reports, and letters, as well as cash flow modeling and forecasting.

Key Responsibilities
  • Prepare and collate documentation to support recommendations and justify provider and product choices.
  • Assist with client meetings, including note-taking and follow-up actions.
  • Manage workflows and tasks to ensure efficient delivery of paraplanning services.
  • Contribute to process improvements, reviewing and enhancing paraplanning processes and procedures.
Requirements
  • Diploma Level Four qualification or close to achieving, with a desire to achieve Chartered and/or Certified financial planner status.
  • Good understanding of the financial planning process and associated compliance aspects.
  • Driven and focused individual with the ability to complete tasks under pressure on time and right first time.
  • Experience in report writing and conducting investment and product market research.
  • Technical proficiency across all areas of financial planning, especially pensions.
How to Apply

Please send your CV to Stuart at Reward Recruitment Limited for consideration.", "lang_code": "en-US"}