Regulated Financial Planning Specialist

1 week ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time
Key Responsibilities
  • Conduct thorough research on pensions, investments, insurance, and tax strategies to inform client advice.
  • Analyse client portfolios to identify areas for improvement or opportunities for growth, providing clear recommendations for action.
  • Prepare high-quality financial plans and suitability reports, ensuring compliance with FCA regulations.
  • Collaborate with advisors to deliver exceptional client service, including attending meetings and providing regular updates.

This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.



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