Financial Planning Specialist

6 days ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Company Overview
Hailed as a professional and award-winning Financial Advice firm, we pride ourselves in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to 150m+.

Job Description
This role offers a great opportunity for the right candidate to come and work for a progressive, award-winning independent financial planning firm set in a beautiful location. As a paraplanner, your work will consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Advice will cover pensions, investments, tax planning, IHT, mortgages and some protections to clients across the London and home counties region. They also offer advice on Wills, Trusts and Estate planning to help with inter-generational planning.

Required Skills and Qualifications
Must be diploma qualified, but will consider applicants with a 1 or 2 exams outstanding. Have at least 3 years IFA experience. Key responsibilities include writing financial plans, annual reviews, suitability letters, updating templates, developing client-facing materials and liaising with clients regarding technical replies and end-of-tax-year queries.

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