Senior Financial Planning Specialist
4 weeks ago
Eventus Recruitment Cheshire is seeking a Senior Financial Planning Specialist to join a highly successful IFA Financial Planning business based near Knutsford, Cheshire. This is a great opportunity to join a reputable, modern Financial Planning company with an affluent high net worth client base.
Key Responsibilities:
- Analyse information and conduct research to produce articulate and appropriate suitability reports.
- Interpret data obtained by IFAs during client meetings.
- Provide records to support research undertaken.
- Consolidate client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features documents.
- Carry out all tasks in a manner consistent with compliance procedures.
Person Specification:
- At least 2 years' experience working in a Paraplanning role, for a financial planning organisation.
- Clear understanding of the financial planning process.
- The ability to produce professional and technical reports, to support the advice process.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
Benefits and Rewards:
- Competitive salary, based on experience and qualifications.
- Hybrid working (3 days at home if wanted).
- 25 days holiday.
- 4 x Death in Service Benefit.
- Employer Pension Contributions.
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