Regulated Financial Services Advisor

2 days ago


Harrogate, North Yorkshire, United Kingdom Heat Recruitment Full time
Job Description

Heat Recruitment is seeking a highly skilled Financial Planning Professional to join our team. In this role, you will be responsible for conducting in-depth research on financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations.

Key Responsibilities:

  • Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.
  • 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.

Compensation: £48,000 per annum.



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