Financial Planning Specialist

2 days ago


StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time

As a key member of the team at Uniting People, you will support a Financial Adviser in providing comprehensive financial planning services to a diverse client portfolio. This role involves developing personalised financial plans, utilising various platforms to research and collate data, and producing detailed case reports.

Staying up-to-date with industry regulations and compliance requirements is crucial in this position. You will be dealing with a wide range of products, including Personal Pensions, ISAs, and other complex products.

  • • Interpreting data, obtaining information, quotes, and analysing products.
  • • Managing documents required for industry regulations and utilising platforms like IO, Dynamic Planner, and FE Analytics.

Candidate Requirements:

  • • Qualifications in Financial Planning, such as CII Certificate or Diploma in Financial Planning.
  • • Proven Paraplanning background and excellent communication skills.
  • • Strong numeric, analytical, and team player skills, with ability to work well under pressure.

Benefits:

  • • Estimated salary: £40,000 - £60,000 per annum, depending on experience.
  • • 28 days holiday, including bank holidays.
  • • Birthday off, free parking, and company events.

The ideal candidate will have strong numeric, analytical, and team player skills, with the ability to work well under pressure. If you are a qualified Financial Planner with a proven Paraplanning background, we encourage you to apply.



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