Financial Planning Analyst

Ref: 15

Role: Financial Planning Analyst

Salary: Dependent on Experience

Location: Sheffield

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.

Benefits:

• 25 holiday days + 8 bank holidays
• Flexible working hours
• Competitive salary
• 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
• Client liaison on completion
• Pre meeting analysis
• Post meeting completion work
• 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)