Financial Planning Expert
About the Role:
No sales targets, just proper financial planning. You'll work directly with the lead advisor, helping deliver clarity and peace of mind to real people.
This is a brilliant fit if you're already strong technically and want to focus on doing great work, not chasing leads or pushing products.
* Shadow the lead advisor in client meetings (initially)
* Taking detailed notes and documenting everything clearly
* Learning how we do it, delegating tasks to the support team, and taking action yourself
You'll manage all follow-through and ensure nothing slips, conduct technical research and build financial strategies and reports for new and existing clients, and support our research and ideation for podcasts and blogs.
What You'll Bring to the Table:
* Technically qualified (QFA, CFP, Chartered)
* Comfortable with cashflows, tax, pensions, and investment planning
* Solid paraplanner with sharp attention to detail
You should have excellent written and verbal communication skills, experience with planning tools like CashCalc/Voyant (or quick to learn), be organised, driven, and able to take initiative, and like getting things done, and done right.
Benefits:
* Work from home, full-time, flexible schedule
Skills and Qualifications:
* Financial Planning
* Financial Advisor
* Financial Planning Administration
* Investment Advisory
* Inheritance Tax Planning