Financial Planning Specialist
17 hours ago
Job Title: Financial Planning Specialist
We are seeking a highly skilled Financial Planning Specialist to join our team at NJR Recruitment Careers. As a Financial Planning Specialist, you will conduct file reviews, provide feedback, and support independent advisers with file review training.
This is an excellent opportunity for a professional with a Level 4 Diploma in Financial Planning to showcase their expertise and contribute to the growth of our client's business. The ideal candidate will have experience working in a similar role and possess a sound knowledge of the UK regulatory framework.
The successful candidate will be rewarded with a competitive salary of around £35,000 - £40,000 per annum, depending on experience. This is a remote-working position that offers a great work-life balance and opportunities for career advancement.
About the Role:
- Conduct file reviews and provide constructive feedback to independent advisers
- Support advisers with file review training and development
- Collaborate with the team to ensure high-quality services are delivered to clients
- Stay up-to-date with changes in the UK regulatory framework and its impact on the financial planning industry
Required Skills and Qualifications:
- Level 4 Diploma in Financial Planning (or equivalent)
- Experience working in a similar role, preferably in a regulatory compliance environment
- Strong technical ability and attention to detail
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Benefits:
- Competitive salary
- Remote-working arrangement
- Opportunities for career advancement
- A supportive and collaborative team environment
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