Join Wealth Management team in London: Financial Planning Specialist
Hiring for a Senior Technical Administrator, the salary is up to £40,000 + Bonus & hybrid working 4 days in the office and 1 from home
Are you ready to make a significant impact in the world of financial planning? Look no further! We’re seeking a proactive Financial Planning Specialist to support our practice in informing and advising clients on effective financial strategies, plans, and products. As a key player, you’ll organise technical tasks, illustrations, and reports to ensure seamless client experiences.
Your Role: As a Financial Planning Specialist, your responsibilities will include:
- Client Collaboration: Work closely with Advisors to achieve client objectives.
- Solution Sourcing: Identify suitable financial planning solutions (investment, retirement, tax, and estate planning).
- Risk Assessment: Allocate assets for an appropriate investment strategy based on client risk profiles.
- Comprehensive Reports: Compile clear and compliance-standard recommendations.
- Suitability Letters: Prepare and take full responsibility for client files.
- Technical Expertise: Be the go-to person for technical queries.
- Client Reviews: Update cash flow models and investment performance reviews.
- Data Gathering: Obtain information, quotes, and product details for meaningful comparisons.
- Tax Calculations: Assist with necessary calculations.
- Meeting Preparation: Get ready for client review meetings.
- Complex Queries: Handle any challenging queries within the team.
- Technical Support: Provide high-level assistance when needed.
- Training: Mentor less experienced team members.
- Reporting: Run relevant reports and analyses
To be considered:
- Knowledge and experience:
- Previous experience within an IFA or Wealth Management environment;
- Familiar with all major research systems (e.g. Analytics, Voyant etc.);
- Experience of the Pension Transfer market;
- Experience of the administration of IHT and/or Investment products;
- Experience with templated suitability reports