Financial Planner Analyst

2 days ago


Birmingham, Birmingham, United Kingdom Austin Fraser Full time

Austin Fraser seeks an experienced Financial Planner Analyst to join our team. As a key member of our team, you will be responsible for providing high-quality investment solutions to clients. This role requires a strong understanding of financial markets, investment products, and regulatory requirements.

Responsibilities:
  1. Interpret data from advisers following client meetings and provide recommendations.
  2. Analyse client data using research tools to develop tailored solutions.
  3. Prepare and maintain accurate documentation, including suitability letters and client-specific illustrations.
  4. Utilize research software tools to support recommendations and manage product applications.
Skills and Qualifications:
  • In-depth knowledge of financial markets and investment products.
  • Proven experience in a similar Paraplanner role, preferably within the financial services sector.
  • Excellent understanding of compliance and regulatory requirements.
  • Proficiency in using financial planning software and tools.
  • Relevant financial qualifications are highly desirable.
Benefits:
  • Competitive annual salary up to £45k.
  • Opportunities for professional growth and career advancement.


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