Financial Planning Professional

2 days ago


St Annes, Lancashire, United Kingdom Burton Recruitment Limited Full time

Established in the heart of Lytham, our reputable financial planning firm is seeking a skilled Paraplanner to join their growing team.

We offer a competitive salary of up to £40,000 per annum, along with opportunities for professional growth and development within a supportive and forward-thinking environment.

About the Role:

  • Fundamental Responsibilities: Conduct thorough research on financial products, funds, and technical products to support advisory services. Prepare detailed financial reports, including cash flow analysis and suitability reports.
  • Client Service: Foster strong client relationships by responding to inquiries and providing valuable support.
  • Record Keeping: Maintain accurate and up-to-date client records, ensuring all compliance-related documentation meets regulatory standards.
  • Compliance: Ensure all activities and documents adhere to legislative standards, supporting firm-wide compliance.
  • Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
  • Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products.
  • Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.

Requirements:

  • Demonstrated experience in a financial planning or advisory services environment, focusing on client-centric service.
  • Proficiency in writing complex reports and conducting detailed case assessments.
  • Ability to analyze information, identify key insights, and make well-supported recommendations.
  • Commitment to continuous learning, with a proactive approach to developing and applying new skills.
  • In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.

Benefits:

  • Competitive salary of up to £40,000 per annum.
  • Opportunities for professional growth and development within a supportive environment.
  • 25 days of annual leave, plus bank holidays.
  • Workplace pension plan.
  • Flexible working options to promote work-life balance.


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