Financial Services Specialist
3 days ago
A Financial Services Specialist is required to support our boutique financial advisory firm in providing exceptional service to clients.
The ideal candidate will have a minimum of 3 years' experience in an IFA environment, preferably with a Level 4 Diploma or active progress towards it. Strong knowledge of financial services products, particularly pensions and pension legislation, is essential.
We are looking for a skilled Paraplanning Professional to join our team, supporting the advice process and working closely with our advisers. If you possess strong communication skills, attention to detail, and proficiency in client liaison, we would like to hear from you.
The successful candidate will receive a salary of £40,000-£50,000 per annum, including benefits such as private medical care, a pension contribution, and health insurance.
Responsibilities:
- Support the advice process, including client liaison and communication.
- Produce standard and customised reports, including suitability reports, meeting notes, and review letters.
- Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers.
- Attend client meetings, take notes, and follow up with actionable items.
- Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner.
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Financial Services Professional
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