Financial Planning Support Specialist
5 days ago
Job Summary
This Financial Planning Support Specialist role in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.
The successful candidate will be providing technical, research and administrative support to the Financial Advisors and developing suitable client recommendations. This includes:
- Receiving debriefings from the Financial Advisor post client meetings
- Analysing data and using research tools to create solutions in line with client needs and objectives
- Producing appropriate suitability letters, client specific illustrations and key feature documents
- Preparing existing client files ready for review
- Ensuring all client files are compliant on an ongoing basis
- Monitoring the performance of the DFMs
- Undertaking project / client work as required
Advice is typically provided on investments, pensions and estate planning and some VCTs.
Salary Details
The estimated annual salary for this role is £40,000 - £50,000 depending on experience.
Requirements
To succeed in this role, you should have:
- A Level 4 qualification in Financial Planning
- Demonstrable skills in financial analysis and research
- Excellent communication and organisational skills
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