Financial Planning Specialist
9 hours ago
We are seeking a skilled Financial Planning Specialist to join our team on a permanent basis. The estimated salary for this position is £25,000 - £35,000 per annum, depending on experience.
Job Overview:The ideal candidate will have excellent communication and analytical skills, with the ability to work independently as well as part of a team.
Main Responsibilities:- Interpreting Data: Interpreting data obtained by advisers during client meetings.
- Analyzing Solutions: Analyzing data and using research tools to provide solutions to meet client needs and objectives.
- Consolidation and Recommendations: Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
- Research and Analysis: Carrying out research and analyzing products and services that is appropriate to each client's financial circumstances.
- Drafting Financial Solutions: Proposing and drafting financial solutions that meet each client's goals, needs and objectives.
- At least 2 years' experience working in a Paraplanning role, for a financial planning organisation.
- A clear understanding of the financial planning process.
- The ability to achieve agreed outcomes without supervision.
- A good level of technical knowledge of investments and Pensions advice.
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