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Financial Planning Support Specialist

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StokeonTrent, Stoke-on-Trent, United Kingdom NJR Recruitment Ltd Full time

bJob Summary:/bbrbrNJR Recruitment Ltd is seeking a skilled Financial Planning Support Specialist to join their team. The successful candidate will provide technical support to a team of Financial Planners, responsible for tasks such as report writing, research, and client liaison.brbrbKey Responsibilities:/bbrbr Report writing and preparing client financial planning reports and fund switch/review reportsbrbr Complete research including performance/charges information/illustrationsbrbr Complete relevant tax calculations i.e. Obtaining illustrations/research - using Exchange/Exweb, O&Mbrbr Client liaison by phone and some face to facebrbrbRequirements:/bbrbrThe ideal candidate will have previous experience working as a Financial Planning Administrator, with knowledge of Platform/Wrap use and back office systems. A self-motivated, career-minded, enthusiastic, and positive individual with a flexible approach is required. Those working towards the CII Diploma in Financial Planning or who have the desire to become qualified are of high interest.