Financial Planning Specialist

7 days ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Full time
Job Description: Premier Jobs UK is seeking a highly skilled Financial Planning Specialist to join their team in Birmingham. This role offers an estimated salary of £35,000 - £40,000 per annum.

In this challenging position, you will provide technical, research and administrative support to the Financial Advisors, developing suitable client recommendations. Key responsibilities include:
  • Receiving debriefings from the Financial Advisor post client meetings
  • Analysing data and using research tools to create solutions in line with client needs and objectives
  • Producing appropriate suitability letters, client specific illustrations and key feature documents
  • Preparing existing client files ready for review
  • Ensuring all client files are compliant on an ongoing basis
  • Monitoring the performance of the DFMs
The ideal candidate will have Level 4 qualifications in Financial Planning, at least 2 years' experience within Financial Services, and proficiency in Intelligent Office and MS Office. Strong writing skills and attention to detail are essential.

Premier Jobs UK offers a dynamic work environment, opportunities for growth and development, and a competitive compensation package.

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