Financial Planning Specialist

1 month ago


City of London Greater London, United Kingdom NJR Recruitment Full time
About NJR Recruitment

We are proud to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients.

The company prides itself on its professional yet personal approach, ensuring clients receive the highest standard of service.

As a Financial Planning Specialist, you will play a crucial role in supporting financial planners by preparing detailed and accurate financial plans, reports, and recommendations.

Salary and Benefits

The successful candidate can expect a competitive salary and benefits package.

The salary for this position is £40,000 - £60,000 per annum, depending on experience.

The company offers private medical insurance, critical illness cover, and opportunities for professional development and career progression.

You will also have access to ongoing training and development programs and flexible working arrangements.

Please note that remote working is possible, but occasional visits to the London office may be required.

Job Description

Your key responsibilities as a Financial Planning Specialist will include:

  • Preparing comprehensive financial plans, reports, and client presentations.
  • Conducting detailed research and analysis on various financial products and solutions.
  • Liaising with financial planners to understand client needs and objectives.
  • Ensuring all financial planning activities comply with relevant regulations and standards.
  • Maintaining up-to-date knowledge of financial products, legislation, and industry trends.
Requirements

To be successful in this role, you will need:

  • A Diploma in Regulated Financial Planning (DipPFS) or equivalent qualification.
  • Previous experience as a paraplanner or in a similar role within financial services.
  • Proficient in financial planning software and Microsoft Office suite.

If you are a dedicated and detail-oriented professional looking to advance your career in financial planning, we would love to hear from you.



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