Pension Planning Professional
3 days ago
The role of a Pension Planning Professional involves working closely with clients to understand their financial needs and goals. This position requires strong analytical skills, attention to detail, and the ability to develop tailored cash flow models to meet client objectives.
A successful candidate will have experience in constructing financial planning solutions, including investment, retirement, tax, and estate planning. They will be responsible for preparing suitability letters and reports, as well as updating client reviews and records.
Key Responsibilities:
- Analyzing clients' requirements and developing cash flow models
- Researching and analyzing financial products to meet client objectives
- Constructing financial planning solutions
- Preparing suitability letters and reports
- Updating client reviews and records
Requirements:
- Fully understanding clients' financial needs and goals
- Developing and maintaining accurate cash flow models
- Recording and updating client data and records
- Analyzing and researching financial products
- Constructing comprehensive financial planning solutions
- Preparing high-quality suitability letters and reports
Salary: 35,000 (Negotiable on Experience)
This role offers a challenging and rewarding career path for individuals seeking a career in finance and pension planning.
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