Financial Planning Specialist

1 week ago

Darlington, Darlington, United Kingdom Tempest Jones Full time

Job Title: Paraplanning Professional

Job Summary:

We are seeking a highly skilled and experienced Paraplanning Professional to join our team of financial professionals at Tempest Jones. The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering customised financial advice.

Responsibilities:

  • Researching and analysing financial products and services to source well-informed recommendations for clients.
  • In-depth analysis of clients' circumstances, portfolios, and objectives, culminating in tailored recommendation reports for Financial Advisers.
  • Preparation of comprehensive financial planning reports, suitability letters, and other written information for clients.
  • Providing essential technical support to Financial Advisers to maintain and enhance client relationships and deliver superior financial advice.
  • Collaborating with the team to ensure compliance with financial regulations and internal policies and procedures.
  • Building relationships with clients.
  • Attending meetings with clients to complete paperwork where required.
  • Assisting the leadership team with some compliance and T&C tasks, training on this will be provided.
  • Other ad hoc technical and administrative tasks to support the advisers and clients.

Requirements:

  • Experience within an equivalent role.
  • Extensive knowledge of financial planning and financial products and services.
  • A high level of written and verbal communication skills.
  • Strong analytical and problem-solving abilities.
  • Proven capability to work independently and collaboratively within a team environment.
  • Exceptional attention to detail and accuracy.

This is an excellent opportunity for a dedicated financial planning professional to contribute to a dynamic and successful team, building their career and making a significant impact on clients' financial well-being. If you have the required skills and experience, we encourage you to apply for this rewarding position.

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