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Financial Planner One of the best Asset Managers in the UK is hiring a Financial Planner. We are looking for a dedicated Financial Planner to join our team, providing technical support and report writing services for client work in financial planning and advisory. Day-to-day of the role: Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services. Conduct client risk assessments, research, analysis, and product selection within financial advisory services. Manage ongoing processes for advisory clients, such as ISA top-ups, CGT harvesting, and advised drawdown clients' income changes. Regularly communicate with clients via email and phone calls, providing support and guidance, and referring to the adviser when necessary. Lead as the technician for the paraplanning team, offering support, updates on industry changes, training, mentoring, and technical sign-off. Write suitability letters and reports in support of advisers and maintain the Suitability Template library. Perform planning work, including income planning, IHT and tax calculations, Trust solutions, and cashflow planning. Manage project work, such as the transition of acquired client banks to preferred solutions, including report processing and document creation. Required Skills & Qualifications: PFS diploma qualified, ideally with progression towards Chartered status. GCSE grades A - C (or 4 - 9) in numeracy and literacy. Competent computer skills, including Word and Excel. Excellent attention to detail, organisation, and time management skills. Critical thinking and problem-solving abilities. Good communication skills, both face-to-face and over the phone. Ability to work under own initiative and as a team player. Detailed knowledge and understanding of a firm's record-keeping requirements. Understanding of providing advice to clients in a compliant manner. Interviews are scheduled for the next 2 weeks. Please get in contact: T E