Regulated Financial Services Advisor
2 days ago
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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