Financial Planning Analyst
21 hours ago
We are seeking a skilled and experienced Financial Planning Analyst to join our team at The Recruitment Group. As a Financial Planning Analyst, you will play a crucial role in providing financial planning solutions to clients, analyzing their requirements, and developing cash flow models.
Key Responsibilities:
- Analyze clients' requirements and develop cash flow models
- Research and analyze financial products to meet client objectives
- Construct financial planning solutions supported by computer models and reports
- Prepare suitability letters and reports
- Deal with general client queries and attend client meetings
Requirements:
- Previous paraplanning experience within an IFA or Wealth Management environment
- Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience)
- Chartered Financial Planner status (preferred)
- Familiar with major research systems and administration of IHT and/or Investment products
Benefits:
- Salary: £35,000 (negotiable on experience)
- Opportunity to work with a dynamic team and contribute to the success of the company
- Professional development and growth opportunities
- Competitive benefits package
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