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Financial Planning Specialist

2 months ago

Barnet, Greater London, United Kingdom NMS Recruit Full time
About the Role

NMS Recruit is partnering with a highly respected Financial Services firm to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.

Key Responsibilities
  • Create comprehensive financial plans and reports.
  • Gather and analyze financial information to build strong relationships with clients.
  • Collaborate with cross-functional teams to drive business growth.
  • Analyze financial data to identify trends and opportunities.
  • Develop and implement effective financial solutions using IT tools.
  • Evaluate financial information to inform business decisions.
  • Meet deadlines and deliver high-quality results.
  • Communicate effectively with clients and stakeholders.
  • Collaborate and build relationships with colleagues and clients.
  • Improve processes and work collaboratively to drive efficiency.
  • Be enthusiastic, driven, and positive in a fast-paced environment.
  • Understand financial principles and customer service.
Requirements
  • CII diploma qualified.
  • Previous experience in a financial services environment is desirable.
  • Proficiency in IT tools including Excel, Word, and Outlook.
  • Strong analytical skills to evaluate financial data and trends.
  • Excellent organisational abilities to manage multiple tasks efficiently.
  • Knowledge of financial planning principles is advantageous.