Financial Planning Specialist
2 weeks ago
At CleverHR, we are seeking a skilled Financial Planning Specialist to join our team. This is an excellent opportunity for individuals who are passionate about providing high-quality financial solutions to clients.
About the Role:
The successful candidate will be responsible for producing comprehensive cash flow models and suitability reports. Key responsibilities include analysing client information, performing tax calculations, and recommending suitable solutions to clients. The role also involves writing detailed suitability reports, running complex cash flow models, and communicating with clients on research and report timelines. Additionally, you will be a point of contact for technical queries, attend client meetings, and assist in training team members.
About You:
We are looking for a highly skilled individual with strong technical knowledge and understanding of all financial products. A Level 4 diploma qualification, preferably working towards Chartered status, is essential. Minimum of three years' experience within a paraplanning role is required. Strong IT skills, including experience with industry software such as FE Analytics, Voyant, and Curo, are necessary. Good attention to detail and excellent communication skills, both verbally and in writing, are also crucial. Comfortable working in a fast-paced environment and organised, able to manage a busy workload.
What We Offer:
We offer a competitive salary of £35,000 - £45,000 depending on experience. Our benefits package includes life assurance, income protection, and a pension scheme. If you are a motivated and experienced professional looking to take your career to the next level, please apply.
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