Financial Services Specialist

1 day ago


StokeonTrent, Stoke-on-Trent, United Kingdom Uniting People Full time
About the Role:
As a Financial Services Specialist, you will play a vital part in supporting a Financial Advisor who takes a holistic approach to providing comprehensive financial and tax planning services to a diverse client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalized financial plans.

The role offers an exciting chance to join a growing firm with strong growth plans in a challenging and busy position, with scope to develop and progress in your career.

Key Responsibilities:
- Dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income and other complex products
- Interpreting data, obtaining information, quotes, analyzing products, managing all documents required for various industry regulations
- Responsible for utilizing various platforms to research, collate data, scenario planning, etc., to produce detailed case reports, research, creating illustrations, and preparing valuations ready for client meetings
- Applications to Financial Institutions
- Stay up to date with industry regulations and compliance requirements

Requirements:
- Ability to utilize various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Our ideal candidate is motivated, organized, and able to work effectively in a fast-paced environment. They will have excellent communication and interpersonal skills and be able to build strong relationships with clients and colleagues.

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