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:
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