Financial Planning Analyst
Eden Rose · Sheffield, TX · 2 wk ago
FinanceFull-time
New Business
- Evaluating client objectives
- Carrying out due diligence
- Research and analysis
- Completing technical calculations (pensions, CGT, IHT, income tax)
- Producing client presentation documents
- Producing suitability reports
Pipeline Management
- Overseeing provider illustrations/applications
- Monitoring new business through to completion
- Client fee checks
- Liaising with clients at completion stage
Client Reviews
- Pre-meeting analysis
- Post-meeting completion work
- Producing review letters
Client Administration
- Maintaining Intelligent Office records
- Updating client information
- Obtaining and evaluating provider data
- Liaising with clients and providers
General Support
- Handling day-to-day provider/client correspondence
- Working closely with managers and advisers
- Actioning technical and administrative requests
Qualifications
- 4+ years’ experience in financial services
- Strong understanding of FCA regulations and compliance
- Background in senior administration or paraplanning
- Part or fully Diploma qualified
- Experience with private wealth, business owners, corporate clients, trusts or group schemes (desirable)
- A proactive, analytical mindset and a commitment to delivering high-quality work