Lead Financial Planning Specialist

3 weeks ago


Leeds, Leeds, United Kingdom TFAS Wealth Full time £45,000

About TFAS Wealth: At TFAS Wealth, we take pride in delivering fully independent and transparent financial guidance, all accessible remotely throughout the UK.

Our Commitment: TFAS Wealth is dedicated to providing a comprehensive approach to our clients' financial health. We aim to make the financial planning experience as straightforward, empowering, and convenient as possible.

Role Overview: The Lead Financial Planning Specialist will play a crucial role in conducting thorough research and analysis to support our financial advisors in delivering exceptional service to our clients.

Key Responsibilities:

  • Conduct in-depth financial research to inform planning strategies.
  • Collaborate with financial advisors to develop tailored financial plans.
  • Ensure compliance with industry regulations and standards.
  • Maintain accurate and up-to-date client records.

If your qualifications and experience align with the requirements outlined, we encourage you to consider this opportunity.



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