Senior Financial Planning Specialist

4 weeks ago

Reading, Reading, United Kingdom enable Recruitment Full time £55,000

About the Role

We are excited to collaborate with a distinguished Independent Financial Advisory firm that is seeking a seasoned Senior Financial Planning Specialist to enhance their dedicated team focused on ultra high-net-worth clientele.

This firm has established a stellar reputation within the industry, committed to delivering exceptional service and customized financial strategies that cater to the distinct requirements of their affluent clients.

Key Responsibilities

  • Deliver exemplary service to ultra high-net-worth clients, meticulously addressing their financial planning requirements.
  • Conduct comprehensive research on a variety of financial products and strategies to assist financial advisors in making well-informed recommendations.
  • Participate in client meetings alongside financial advisors, documenting detailed notes and aiding in the formulation of actionable plans.
  • Ensure that all client interactions and financial strategies comply with regulatory standards and organizational policies.
  • Demonstrate proficiency in financial planning software and investment operations.

What We Offer

  • Annual performance bonuses.
  • Flexible remote working arrangements, with the majority of the team operating from home.
  • Employer contributions to pension plans.
  • Opportunities for career advancement across various sectors of the business, tailored to your professional aspirations.
  • Generous holiday entitlement in addition to public holidays.

Your commitment to providing outstanding service will be essential in guiding clients towards achieving their financial objectives.

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