Financial Planning Professional
5 days ago
We are seeking a skilled Financial Planning Professional to join our team at Brook Street Recruitment. This is an exciting opportunity for an individual to contribute to the company's strategy and goals by maximising business development opportunities within the financial services market.
About the Role
The Paraplanner will play a key role in preparing and maintaining client files, implementing recommendations, and identifying suitable solutions to meet clients' needs. They will also be responsible for establishing and building strong relationships with clients, attending client meetings, and providing administrative support to the financial planning/specialist advisers.
Responsibilities
- Prepare and maintain accurate client files
- Implement financial planning recommendations
- Identify and recommend suitable financial solutions to clients
- Consider current and future asset allocation for investment strategies aligned with client risk profiles
- Prepare comprehensive recommendation reports
- Establish and maintain strong relationships with clients
- Provide administrative support to financial planning teams
Requirements
- Level 4 qualification in financial services or related field (desired)
- A minimum of 3 years' experience in financial services
- Demonstrated understanding of financial planning products and technical knowledge
- Ability to follow business processes accurately and compliantly
- Minimum 5 GCSEs, including Maths and English
Benefits
The successful candidate can expect a competitive salary ranging from £30,000 to £35,000 depending on experience, as well as benefits such as cash plan, DIS, exam and mentor support, and hybrid working arrangements. Apply now via the provided link
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