Personal Finance Specialist

3 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time
Job Description

We are seeking a skilled Paraplanner to join our team at Uniting People. As a key member of our financial planning department, you will play a vital role in supporting our Financial Advisers and contributing to the success of our clients.

In this challenging and rewarding role, you will have the opportunity to work closely with clients, conduct research, and assist in the development of personalized financial plans. You will be responsible for interpreting data, obtaining information, quotes, analyzing products, and managing documents required for various industry regulations.

The ideal candidate will have excellent analytical skills, a passion for client service, and a desire to contribute to a growing firm. If you are a motivated individual looking for a career-advancing opportunity, we encourage you to apply.

Key Responsibilities:
- Dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income, and other complex products
- Interpreting data, obtaining information, quotes, analyzing products, and managing all documents required for various industry regulations
- Utilizing various platforms to research, collate data, scenario planning, producing detailed case reports, research, creating illustrations, and preparing valuations ready for client meetings
- Applications to Financial Institutions
- Staying up-to-date with industry regulations and compliance requirements

Requirements:
- Ability to utilize various platforms such as IO, Dynamic Planner, FE Analytics, and Voyant Pension SwitchC
- Excellent analytical skills and attention to detail
- Strong communication and interpersonal skills
- Ability to work effectively in a team environment

What We Offer:
- A competitive salary of £40,000-£60,000 per annum, depending on experience
- Hybrid working arrangements to ensure a healthy work-life balance
- Opportunities for professional development and growth within the company
- A dynamic and supportive team environment

About Us:
Uniting People is a growing firm dedicated to providing comprehensive financial planning services to our clients. We are committed to building strong relationships and delivering exceptional results.

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