Financial Planning Support Specialist

4 days ago

Cardiff, Cardiff, United Kingdom Blackstone Partners - Financial Planners Full time

We are seeking a highly skilled and dedicated individual to join our team at Blackstone Partners - Financial Planners as a Senior Paraplanner IFA. The successful candidate will be responsible for providing technical support to our senior paraplanner and assisting with client reviews and new business.

About the Role

This is an exciting opportunity for someone who is passionate about financial planning and wants to take their career to the next level. As a key member of our team, you will be responsible for using back office systems to support client reviews and new business, and will have the opportunity to grow and take on more responsibilities.

Key Responsibilities

  • Assist the senior paraplanner with technical support and client reviews
  • Use back office systems to support client reviews and new business
  • Conduct research and analyze data to prepare financial reports
  • Develop strong organizational skills and attention to detail
  • Liaise effectively with clients and team members
  • Stay up-to-date with financial regulations and compliance standards

Requirements

  • Experience in the financial services industry, preferably in a similar support or paraplanning role
  • Proficiency in conducting research, analyzing data, and preparing financial reports
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal abilities
  • Knowledge of financial regulations and compliance standards
  • Relevant certifications such as Certificate in Financial Planning (CFP) or Diploma in Regulated Financial Planning (DipPFS) is a plus

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and dedicated individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.

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