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Financial Planning Specialist

2 months ago

Wilmslow, Cheshire East, United Kingdom Recruit UK Full time

About the Role

We are seeking an experienced Paraplanner to join our prestigious team at a leading Chartered financial planning firm in the UK. As a Paraplanning Expert, you will play a crucial role in delivering premier financial advice and exceptional client service.

Key Responsibilities

  • Provide high-quality technical support to our financial planners, ensuring that client financial plans are accurate and up-to-date.
  • Develop and maintain in-depth knowledge of financial planning software, including Voyant, Curo, Dynamic Planner, FE Analytics, O&M Pension Profiler, Assureweb, and Defaqto Engage.
  • Collaborate with our team to deliver exceptional client service, ensuring that clients receive tailored financial advice and guidance.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to improve our financial planning services.

Requirements

  • First-class technical expertise with knowledge of the difference between financial planning and financial advice.
  • Ideal level 6 qualification (Chartered/Certified) or exceptional level 4 candidates with relevant experience.
  • At least 3 years of experience in a Paraplanning role at a financial planning firm.

About Us

Recruit UK is a specialist financial services recruitment agency, bringing unique expertise, insight, and connections to the financial services industry. We are committed to providing honest feedback and using our network to match candidates with their perfect position.