Financial Planning Specialist

7 days ago


Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

Bond Recruitment is seeking a skilled Financial Planning Specialist to support our client, a leading IFA practice in the UK.

The role of the Financial Planning Specialist is to assist the Financial Planners and other staff in advising clients on their financial strategies, plans, products, and investments.

Key Responsibilities:

  • Comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times.
  • Follow the Centralised Investment Proposition (CIP) and other advice guidelines.
  • Provide support to Advisers in completing non-client facing tasks involved in preparing and administrating recommendations.
  • Ensure the maintenance and recording of personal Continuing Professional Development (CPD).

Requirements:

  • Appreciation and understanding of the Financial Planning process.
  • Broad knowledge and enthusiasm for the financial services world.
  • High level of technical knowledge about financial products and services.
  • Ability to work within agreed business processes.
  • Excellent inter-personal skills, both written and verbal.

The role is predominantly office-based, with some local travelling required for training courses and financial services provider presentations.



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