Financial Planning Specialist

5 days ago

Norwich, Norfolk, United Kingdom Service Service Full time
Job Title: Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team at Service Service. As a key member of our team, you will be responsible for providing technical support to our Wealth Managers and Financial Planners, ensuring that our clients receive the highest level of service.

Key Responsibilities:
  • Preparation of compliant Financial Planning Reports to meet specific client goals.
  • Fund research and analysis, both at client level and company level, with accurate recording and follow-up where necessary.
  • Technical product and legislation research with solution provision.
  • Carrying out relevant financial planning calculations/tax calculations.
  • Consulting with Wealth Managers/Financial Planners on client investment, pension, and tax planning, making suggestions and confirming proposed actions to the client.
Requirements:
  • GCSE Grade A-C or 9-4 including English and Maths (or equivalent)
  • CII Level 4 Diploma in Regulated Financial Planning or Financial Planning (or equivalent)
  • Other relevant financial services qualifications will be advantageous
What We Offer:
  • Annual leave – A minimum of 23 days plus Bank holidays, increasing with service to a maximum of 28 days plus bank holidays
  • Additional company Christmas leave (discretionary)
  • Cycle to Work Scheme
  • Group Life Cover
  • Learning and Development opportunities, including study day allowance
  • Private Health Care Plan
  • Workplace Contributory Pension Scheme
  • Free parking
  • Private Medical Insurance
  • Health Cash Plan
  • Sick Pay
  • Flu Jabs – Paid for (where unable to obtain free NHS ones)
  • Volunteering/Charity Work day allowance
  • Professional subscriptions paid
  • Flexible working opportunities
  • Eligibility to participate in the discretionary annual bonus opportunities

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