Financial Planning Specialist

2 weeks ago

Ellesmere Port, Cheshire, United Kingdom The Eventus Recruitment Group Full time
Financial Planning Specialist Opportunity

We are seeking an experienced Financial Planning Specialist to join our team at The Eventus Recruitment Group. As a Financial Planning Specialist, you will play a key role in supporting our Financial Advisers in providing, implementing, and reviewing strategies and advice to clients.

Key Responsibilities:
  • Support Consultants in preparing accurate financial plans and suitability reports.
  • Conduct research and analysis to meet client needs and objectives.
  • Develop a comprehensive understanding of Holistic Financial Planning (Lifestyle Planning).
  • Provide technical guidance to the Administration department, assisting with product-specific, technical, and compliance-based queries.
  • Work with our Compliance Team to ensure advice is implemented accurately and compliantly.
Requirements:
  • Excellent understanding of the financial planning and financial advice process.
  • Strong report writing skills.
  • Experience of cashflow forecasting.
  • Confident and credible when attending client meetings.
  • Proficient IT skills, including Microsoft Word and Excel.
  • Experience working in a Paraplanning role.
  • Excellent communication skills, both written and verbal.
  • Attention to quality, detail, and accuracy.
  • Ability to work within tight deadlines.
  • Flexible and able to deal with multiple tasks simultaneously.
Benefits:
  • Excellent pension scheme (5% employer contribution).
  • Flexible working hours.
  • 25 days holiday + bank holidays.
  • Study support.
  • Free parking.
  • Social events.

We offer a supportive working environment and opportunities for professional development. If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please apply now or contact Duncan McIlroy at The Eventus Recruitment Group for a confidential discussion.

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