Comprehensive Financial Analyst
2 days ago
A leading financial advisory firm in Bristol is seeking a skilled Paraplanner to join their team. The successful candidate will conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance.
The ideal candidate will have a strong background in financial planning, excellent analytical skills, and a client-centered approach. They will also possess comprehensive knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
Main Responsibilities:
- Conduct comprehensive financial analysis and research to develop personalized planning strategies and oversee their successful execution.
- Manage and review client portfolios, ensuring alignment with set benchmarks and optimal performance.
- Support Financial Planners in client meetings and act as the primary point of contact for inquiries.
- Analyze client data to create detailed cash flow projections and scenarios using advanced financial planning tools.
Candidate Requirements:
- At least 3 years of experience in a similar financial planning role.
- Diploma in Financial Planning (Dip PFS) is highly desirable.
- Comprehensive knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
- Strong relationship-building skills, with a client-centric approach and exceptional attention to detail.
- Proficient in cash flow modeling and experienced in managing complex financial plans for high-net-worth clients.
This role offers a competitive salary of £42,500 - £57,000 per annum, depending on experience.
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