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Financial Planning Specialist

2 months ago

Guildford, Surrey, United Kingdom Tate Recruitment Full time
Financial Planning Team Employment Details

Full-time position with a hybrid working arrangement, requiring 3 days in the office and 2 days remote.

Salary and Benefits

Competitive salary with an excellent benefits package.

About the Role

We are partnering with a leading investment management company to fill this key position.

The successful candidate will provide technical research support to planners, ensuring high-quality client advice is delivered efficiently.

Key responsibilities include:

  • Providing technical expertise on tax, legislation, and product knowledge to support client goals.
  • Working closely with planners and wealth administrators to ensure seamless client support.
  • Maintaining a strong understanding of risk and regulatory requirements.
  • Developing and mentoring team members to enhance their skills and knowledge.
  • Fostering a positive and inclusive work culture that encourages personal growth.
Requirements

The ideal candidate will possess:

  • A minimum Level 4 Diploma in Regulated Financial Planning, with a strong desire to achieve chartered status.
  • Excellent knowledge of paraplanning processes, risk management, and client support.
  • Proficiency in Microsoft Office applications, particularly Word, Excel, and PowerPoint.
  • Familiarity with Voyant software.
  • Strong organizational and time management skills, with the ability to work independently and meet deadlines.
Company Culture

The company values a collaborative and supportive work environment, with opportunities for growth and development.

Language

The working language is English.