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For Companies At a Glance
- Tasks: Conduct client reviews and provide technical support to advisers in financial planning.
- Company: Established SJP Practice near Eastbourne with a supportive team culture.
- Benefits: Hybrid working, competitive salary up to £30k, 30 days holiday, and private medical insurance.
- Why this job: Enhance your skills in a professional environment while making a real impact on clients' financial futures.
- Qualifications: Strong understanding of Financial Planning and experience in client reviews and report writing.
- Other info: Career progression opportunities with structured professional development and study support.
The predicted salary is between 21600 - 30000 £ per year.
Job Description
Hybrid Working + Excellent Benefits
A well-established SJP Practice near Eastbourne is seeking a driven and knowledgeable Financial Planner Support Specialist to join their growing team. This position focuses primarily on conducting client reviews and providing technical support to advisers, making it an ideal opportunity for someone looking to enhance their skills in a professional, client-focused environment. The firm offers financial services across a wide range of areas, including intergenerational wealth transfers, school fees planning, retirement strategies, and property financing. Their client base manages between £50k to £10 million in Assets Under Management (AUM).
Key Responsibilities:
- Conduct in-depth client reviews, providing detailed technical analysis and insights.
- Prepare and write comprehensive financial planning reports.
- Assist advisers with technical support on key areas, including Inheritance Tax (IHT) planning and framework.
- Ensure accuracy and compliance in all reviews and recommendations.
- Maintain a high standard of client service, helping to deliver tailored solutions based on clients' financial objectives.
Key Benefits:
- Hybrid working: 3 days in the office, 2 days working from home.
- Competitive salary up to £30k DOE with an attractive benefits package.
- 30 days holiday plus private medical insurance.
- Career progression with structured professional development and study support.
- Be part of a close-knit, supportive team where career advancement is actively encouraged.
This role is ideal for someone with a strong understanding of Financial Planning who can confidently handle entire day client reviews and report writing. If you're passionate about growing your career in a supportive firm known for its excellent client service, we'd love to hear from you. Please send a copy of your cv to Joanna Clark.
Financial Planner Support Specialist - Up to £30k DOE - Nr Eastbourne, East Sussex, Hybrid, Benefits employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Support Specialist - Up to £30k DOE - Nr Eastbourne, East Sussex, Hybrid, Benefits
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and be ready to discuss how your skills align with their needs. We want you to shine, so practice common interview questions and have your own questions ready!
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, especially if it relates to client reviews or financial planning reports. This will demonstrate your capability and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, get that CV polished and hit submit!
We think you need these skills to ace Financial Planner Support Specialist - Up to £30k DOE - Nr Eastbourne, East Sussex, Hybrid, Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner Support Specialist role. Highlight any relevant experience in client reviews, technical support, or financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Technical Skills: Since this role involves providing technical support, be sure to mention any specific knowledge you have in areas like Inheritance Tax planning or financial reporting. We want to see how you can add value to our advisers!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Planning Basics
Make sure you brush up on key financial planning concepts, especially around areas like Inheritance Tax and retirement strategies. Being able to discuss these topics confidently will show that you're knowledgeable and ready to support advisers effectively.
✨Prepare for Client Review Scenarios
Think about how you would conduct a client review and prepare to discuss your approach during the interview. Practising how to present detailed technical analysis and insights will help you demonstrate your ability to handle client interactions professionally.
✨Showcase Your Report Writing Skills
Since report writing is a big part of this role, be ready to talk about your experience with creating comprehensive financial planning reports. If possible, bring examples or be prepared to discuss how you ensure accuracy and compliance in your documentation.
✨Emphasise Your Client Service Mindset
This position requires a high standard of client service, so think about times when you've gone above and beyond for clients. Sharing specific examples will highlight your commitment to delivering tailored solutions based on clients' financial objectives.
