Financial Planning Analyst
2 days ago
We are seeking a highly skilled Financial Planning Analyst to join our growing paraplanning team. Based in Hampshire, this role offers the flexibility of working full-time or part-time, allowing you to choose a schedule that suits your needs.
As a key member of our team, you will work closely with financial advisers and support staff to deliver exceptional client outcomes. Your primary responsibilities will include creating comprehensive suitability reports, conducting research and analysis, and providing technical support to ensure compliance with regulatory standards.
Key Responsibilities:
- Develop detailed suitability reports for Investments, Pensions, Protection, and Inheritance Tax Planning.
- Analyse data and perform market research using industry tools.
- Collaborate with financial advisers to ensure business compliant documentation.
- Liaise with providers to obtain product information and quotes.
- Maintain Continuous Personal Development (CPD) through in-house training and industry updates.
- Interact with the internal Investment Committee guidelines when researching client solutions.
- Update back-office systems to ensure seamless client service.
Requirements:
- Minimum 2 years' experience as a paraplanner.
- Strong attention to detail and excellent communication skills.
- A solid understanding of compliance within an IFA environment.
- Proficiency in industry software, specifically Intelliflo.
- Good MS Office skills.
- Possession of a Level 4 diploma is desirable.
Benefits:
- 33 days annual leave inclusive of bank holidays.
- Private medical insurance.
- Life insurance.
- Pension contribution.
- Industry-specific exam funding.
- Professional development opportunities.
The estimated salary for this role is £45,000 - £60,000 per annum, depending on experience.
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