Financial Planning Specialist

2 weeks ago


Cambridge, Cambridgeshire, United Kingdom Pure Resourcing Solutions Full time

We are seeking a skilled Financial Planning Specialist to join our team at Pure Resourcing Solutions. As a key member of our financial planning team, you will be responsible for providing high-quality financial planning advice to our clients.

Main Responsibilities:

  • Acquire and retain clients for the firm by providing a holistic financial planning service.
  • Assess clients' personal financial situations and understand their short and long-term financial goals.
  • Gather and record relevant information, adhering to Know Your Client principles.
  • Communicate the range and level of services offered, including costs and charges.
  • Identify and agree on the most suitable service for each client.
  • Collaborate with the Client Relationship Manager to produce suitability reports and recommendations.

Requirements:

  • Proficient in MS Office systems, including Word, Excel, and Outlook.
  • Experience with Voyant Cashflow modelling and CURO back-office system.
  • Familiarity with AJB Custody solutions figaro.

If you have the necessary skills and experience, please contact Marsha-Louise at Pure Resourcing Solutions.



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