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Financial Planning Assistant

2 months ago

Poole, Poole, United Kingdom Reward Recruitment Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Reward Recruitment Limited. As a key member of our financial services team, you will play a crucial role in supporting our financial planners in delivering exceptional client service.

Key Responsibilities
  • Financial Planning Support: Assist financial planners in preparing financial plans, suitability reports, and letters, ensuring that all documentation is accurate and compliant.
  • Cash Flow Modelling: Develop and maintain cash flow models to forecast client financial situations and provide recommendations for improvement.
  • Documentation and Research: Prepare and collate documentation to support financial planning recommendations, including investments, pensions, and protection products. Conduct market research to stay up-to-date on industry developments and product offerings.
  • Client Support: Assist with client meetings, taking notes and following up on actions as required. Provide exceptional client service to ensure high levels of satisfaction.
  • Process Improvement: Identify opportunities to improve paraplanning processes, systems, and procedures, and implement changes to increase efficiency and productivity.
Requirements
  • Qualifications: Hold the Diploma Level Four qualification (or close to achieving) and have a strong desire to achieve Chartered and/or Certified financial planner status.
  • Financial Planning Knowledge: Possess a good understanding of the financial planning process and associated compliance aspects.
  • Technical Skills: Be technically proficient across all areas of financial planning, with a strong focus on pensions. Have experience with financial planning tools, financial modelling, and back-office software.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to work effectively with clients, financial planners, and other stakeholders.
What We Offer

As a Financial Planning Assistant at Reward Recruitment Limited, you will have the opportunity to work with a talented team of financial professionals, develop your skills and knowledge, and contribute to the success of our clients. We offer a competitive salary, bonus, and benefits package, as well as opportunities for career growth and professional development.