Strategic Financial Advisor

4 weeks ago


Bengaluru, Karnataka, India Pluscorp Consulting Full time

At Pluscorp Consulting, we are seeking an experienced Financial Planner to join our team. This role is ideal for someone who enjoys working in a dynamic and fast-paced environment with opportunities for growth and professional development.

The successful candidate will have the ability to assist financial advisers in preparing suitability reports and annual review letters for clients, while also conducting detailed investment and pension research to identify suitable financial products and solutions.

This position requires a strong understanding of UK financial products, tax planning, and investment strategies, as well as proficiency in financial planning software (e.g., Xplan, Intelliflo, Voyant) and research tools (e.g., Selecta, Defacto, O&M Profiler).

We offer a competitive salary package of £45,000 - £60,000 per annum, depending on experience, and a range of benefits including training and development opportunities, flexible working hours, and a supportive team environment.

To be considered for this role, you will need a Bachelor's degree/Masters degree in Finance, a minimum of 2 years of experience in a UK paraplanning or similar role, and excellent analytical and problem-solving skills.

We welcome applications from individuals who are passionate about delivering exceptional client service and have a commitment to staying up-to-date with industry developments and best practices.

Key Responsibilities:

  • Assist financial advisers in preparing suitability reports and annual review letters for clients.
  • Conduct detailed investment and pension research to identify suitable financial products and solutions.
  • Liaise with financial advisers to understand client objectives.
  • Gather and analyze client data to ensure recommendations are well-informed.
  • Maintain accurate and up-to-date client files and records.
  • Ensure all recommendations comply with FCA regulations and company policies.

Required Skills and Qualifications:

  • Bachelor's degree/Masters degree in Finance.
  • A minimum of 2 years of experience in a UK paraplanning or similar role.
  • Strong understanding of UK financial products, tax planning, and investment strategies.
  • Proficiency in financial planning software (e.g., Xplan, Intelliflo, Voyant).
  • Proficiency in research tools (e.g., Selecta, Defacto, O&M Profiler).
  • Excellent analytical and problem-solving skills.
  • Familiarity with FCA regulations and compliance standards.


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