Regulated Financial Advisor
2 days ago
About the Role: We are seeking a skilled Financial Planning Specialist to join our team at Heat Recruitment. This is an excellent opportunity to develop your career in financial planning.
Key Responsibilities:
- Research financial products, including pensions, investments, and insurance.
- Analyse client portfolios to identify areas for improvement or opportunities for growth.
- Create comprehensive financial plans and recommendations tailored to client needs.
- Draft suitability reports and investment proposals based on advisor instructions.
- Verify that all financial plans meet FCA regulatory requirements.
- Attend client meetings to gather and review information, including fact-finding and risk profiling.
- Provide clients with updates on their portfolios or plans as required.
Qualifications and Skills:
- Degree or diploma in regulated financial planning (level 4) or working towards it.
- Previous experience in paraplanning, financial planning, or advisory support.
- Strong knowledge of financial products and services.
- Experience using Microsoft, Aviva, and IO.
- Chartered financial planner designation or progress towards it.
- Familiarity with FCA guidelines and regulations.
- Able to assess complex financial information and provide clear solutions.
Compensation Package: Up to £45,000 per year, dependent on experience.
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Financial Regulation Expert
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