Financial Planning Support Specialist

3 weeks ago


Wakefield, Wakefield, United Kingdom Oval Recruit Full time

Financial Planning Support Specialist Opportunity

Oval Recruit is seeking a motivated and detail-oriented individual to assist a team of advisors in providing financial planning solutions to clients.

The successful candidate will be responsible for researching and analyzing client data, producing high-quality reports, and providing technical support to the advisor team.

Key Responsibilities:

  • Research and analyze client data to identify opportunities for financial planning solutions.
  • Produce detailed reports on client financial arrangements and provide recommendations for improvement.
  • Assist the advisor team in preparing for client meetings and presentations.
  • Develop and maintain knowledge of financial planning products and services.
  • Support the advisor team in client onboarding and transactions.

Requirements:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Proficiency in financial planning software and tools.


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