Financial Planning Specialist
4 weeks ago
At Powered by Verve, we're revolutionizing the world of financial planning with our innovative, female-focused approach. Our mission is to empower women to create a brighter financial future for themselves and their loved ones.
We're an FCA-regulated, independent financial advice firm, offering the highest level of client-centered advice in the UK. We're looking for a talented individual to join our team as a Financial Paraplanner, working closely with our advisers to deliver exceptional financial planning services to our clients.
- Degree in financial planning or equivalent qualification
- Experience with Microsoft 365 and industry software such as cash flow modeling, investment platforms, and CRM/back office
- Ability to work productively from home with a dedicated workspace, good internet connection, and minimal distractions
- Compliance with FCA certification regime
- Excellent communication and problem-solving skills
As a Financial Paraplanner, you'll be responsible for researching and analyzing clients' existing finances, designing and reporting on solutions, and helping clients implement and maintain their financial plans. You'll work closely with our dedicated administrator to ensure the maintenance of FCA-compliant records, effective management of client information, and efficient progress of client-related tasks.
We offer a competitive package, including:
- 28 days paid holiday (including bank holidays and leave between Christmas and New Year)
- Company pension scheme
- Flexible working as standard
- Remote working
We're excited to welcome a talented individual to our team and look forward to discussing this opportunity further.
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