Pensions Management Specialist

11 hours ago


Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full time
About the Role

We are seeking a talented Financial Planning Professional to join our team at Heat Recruitment. In this role, you will be responsible for conducting research on financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations.

Responsibilities:

  • Conduct thorough research on financial products.
  • Analyze client portfolios to identify areas for improvement or opportunities for growth.
  • Prepare detailed financial plans and recommendations tailored to client needs.
  • Draft suitability reports and investment proposals based on advisor instructions.
  • Evaluate financial plans and recommendations against FCA regulatory requirements.
  • Attend client meetings to gather and review information.
  • Provide regular updates to clients on their portfolios or plans.

Requirements:

  • Diploma in Regulated Financial Planning (Level 4) or working towards it.
  • Previous experience in a paraplanning, financial planning, or advisory support role.
  • Strong knowledge of financial products and services.

Working at Heat Recruitment: We offer a competitive salary of £48,000 per annum, as well as opportunities for professional development and growth.



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