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Financial Planning Support Specialist

2 months ago

Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full time
Blackstone Partners - Financial Planners is seeking a skilled and dedicated individual to join our team as a Paraplanner - IFA. We're a small firm of financial planners where every member is vital, flexible, and dedicated to getting the job done. Our ideal candidate will be flexible about whether this role would be full time or part-time and will be based in our office, located just outside Radyr, Cardiff.

We're looking for someone who can not only fit into our existing team, but would love the opportunity to grow and take on more responsibilities. This would mean being involved in using back office systems to support client reviews, and new business, and with a view to being able to support our senior paraplanner with technical support.

Key responsibilities include:

* Conducting research and analyzing data to support client reviews and new business
* Preparing financial reports and maintaining accurate records
* Providing technical support to our senior paraplanner and other team members
* Staying up-to-date with financial regulations and compliance standards

Requirements:

* Experience in the financial services industry, preferably in a similar support or paraplanning role
* Proficiency in conducting research, analyzing data, and preparing financial reports
* Knowledge of financial regulations and compliance standards
* Relevant certifications such as Certificate in Financial Planning (CFP) or Diploma in Regulated Financial Planning (DipPFS) is a plus

If you're a motivated and organized individual with a passion for financial planning, we'd love to hear from you. Please submit your application, including your resume and a cover letter, to [insert contact information].