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Hours: 37.5 hours a week, Monday – Friday
Overview of the role:
Our client is seeking a detail-oriented and organised Financial Planning Analyst to join their team. The ideal candidate will have experience of working in a similar role previously.
* 25 holiday days + 8 bank holidays
* Benefits package, including pension
* Opportunities for professional growth, study support and development
Key Responsibilities:
* IO and general record keeping (includes Fact find and risk profiler reports)
* Maintaining and updating of client information (electronic)
* Obtaining and evaluating information from providers
* Liaising with clients and providers
* Evaluation of client objectives
* Due Diligence, research and analysis
* Calculations (Pension contributions/CGT/IHT/Income Tax)
* Production of client presentation documents and reports
* Oversight of provider illustrations / applications / fund information etc
* Monitoring new business pipeline through to completion
* Client fee monitoring
* Pre meeting analysis
* Production of post review letters
* Deal with day-to-day correspondence from providers and clients
* Work collaboratively with Managers and wider support team
* Deal with adviser / client requests
Qualifications/Experience:
* Working with private wealth, business owners, corporate clients, trusts and group schemes (desirable)
* 5+ years FS experience (essential)
* Knowledge of FCA regulations and compliance requirements (essential)
* Senior administrator/paraplanning experience (essential)
* Part or fully diploma qualified (essential)
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