Join a dynamic, tech-focused boutique wealth management firm based in Sunderland, backed by a leading private equity group. As part of a rapidly expanding organisation, the firm has strategically acquired several independent financial advisory (IFA) firms across the UK, including a number of Chartered practices. This growth enables them to offer clients a comprehensive, ongoing wealth service with access to expert financial planning and investment solutions.
What they offer you:
* 25 days annual leave
* Death in Service x4
* Full support for industry exams
* And much more!
Responsibilities:
* Conduct thorough research on financial products, tax strategies, and investment solutions, delivering clear and well-founded recommendations.
* Draft detailed suitability reports and recommendation letters, clearly conveying financial strategies and recommendations.
* Ensure all advice adheres to FCA regulations and internal compliance standards.
* Assist in preparing client review packs and responding to technical queries.
* Collaborate effectively with Financial Planners and administrators to ensure smooth and consistent client service delivery.
* Utilise advanced financial planning technology to improve accuracy and optimise processes.
* Create cash flow projections, financial forecasts, and tax calculations to support planning and strategy.
Requirements:
* Experience in financial planning, wealth management, or paraplanning roles.
* Understanding of financial products, investment strategies, tax planning, and pensions.
* Proficiency with financial planning software and industry tools.
* Level 4 Diploma in Financial Planning.
* Working towards Level 6 Diploma in Financial Planning.
* Ideally client interaction experience.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
If you have the required experience and are interested in this opportunity, then apply or get in contact directly.
Ben Hughes
Email: ben.hughes@capiorecruitment.co.uk
Phone Number: 07441394255
#J-18808-Ljbffr