Financial Planning Specialist

4 days ago


Oakham, Rutland, United Kingdom Austin Fraser Full time
Job Description

The role of a Financial Planning Specialist is a vital part of any financial planning team. You will carry out several tasks that are essential for developing and reviewing customers' financial plans, including preparing client reports and recommendations for the financial advisers.

As well as making recommendations, you will be reviewing finances on an annual basis to ensure clients are meeting their financial goals.

  1. Writing complex financial strategy reports covering all services offered by our client, a financial management business that provides bespoke services from investment planning to mortgages.
  2. Building strong relationships with customers to understand their financial needs and provide tailored advice.
  3. Fact finding to collate crucial information to offer data and advice to support IFA's in their decision-making process.
  4. Supporting IFA's where required, using your knowledge and experience of ISA's, investments, mortgages, retirement planning amongst other sectors.

Requirements

You will need a minimum of 2 years experience as a Paraplanner within a financial environment. Knowledge and experience of financial planning software and systems is also desirable.

Package Information

Salary: £42,000 per annum, depending on experience.

Monday to Friday, 9am to 5pm, office based with hybrid working available.



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