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An exciting opportunity has arisen for a Financial Planner Support Specialist to join a well-established SJP Practice near Eastbourne. If you’re looking to advance your career in a professional and client-focused environment, this is the role for you. You’ll play a pivotal role in assisting advisers with paraplanner duties, including conducting in-depth client reviews, preparing financial planning reports, and offering valuable technical support.
The firm offers a wide range of services, including intergenerational wealth transfers, school fees planning, retirement strategies, and property financing. Their client base spans assets between £50k to £10 million in AUM, giving you the chance to work on diverse and rewarding projects.
Key Responsibilities:
- Assist advisers by providing paraplanner support on technical areas such as Inheritance Tax (IHT) planning and investment strategies.
- Conduct comprehensive client reviews, preparing financial planning reports and delivering valuable insights.
- Provide paraplanner assistance in creating tailored solutions based on clients’ financial objectives.
- Ensure all reviews and recommendations are accurate, compliant, and aligned with the firm’s high standards.
- Maintain exceptional client service, managing ongoing relationships and facilitating smooth communication between advisers and clients.
Key Benefits:
- Hybrid working: 3 days in the office, 2 days working from home.
- Competitive salary up to £30k DOE, plus an attractive benefits package.
- 30 days holiday and private medical insurance.
- Career progression opportunities, with structured professional development and study support.
- Be part of a supportive, close-knit team where advancement and growth are encouraged.
What We’re Looking For:
This role is perfect for someone who has a strong understanding of Financial Planning and is ready to support advisers with paraplanner tasks. You should be confident in handling client reviews and preparing detailed financial reports. If you're passionate about growing your career in a firm known for its excellent client service and professional development, we want to hear from you!
If this sounds like the perfect opportunity for you, send your CV to Laura at Financial Divisions.
Let’s talk about how you can join this dynamic team and take the next step in your career!
