Financial Planning Support Specialist
4 weeks ago
About the Role:
We are seeking a highly skilled Financial Planning Support Specialist to join our team at Premier Jobs UK. As a Financial Planning Support Specialist, you will be responsible for providing support to our team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis, and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. You should have an organised approach to your work and be able to handle multiple cases simultaneously.
About the Company:
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long-serving team members who enjoy being part of the business.
Requirements:
* You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance, and risk analysis.
* You should have good technical understanding of investment, retirement, and pension products in relation to financial planning.
* You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent.
What We Offer:
We offer a competitive salary and a range of benefits, including opportunities for professional development and a supportive team environment.
How to Apply:
If you are a motivated and experienced Financial Planning Support Specialist looking for a new challenge, please submit your application.
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