Back to search
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 at Financial Divisions.
