Senior Financial Planning Specialist

8 hours ago


India AccSource Full time

We're looking for a highly skilled Senior Financial Planning Specialist

Locations: Chennai, Bangalore, Ahmedabad

To deliver high-quality financial advisory services, we need an experienced individual who can assist our advisers in preparing suitability reports and annual review letters for clients.

Key Responsibilities:

a) Prepare detailed financial plans, including pension, investment, tax planning, and protection recommendations.

b) Liaise with our financial advisers to understand client objectives and provide informed recommendations.

c) Conduct thorough research and analysis of financial products and solutions to ensure compliance with FCA regulations and company policies.

Administrative Tasks:

d) Maintain accurate and up-to-date client files and records.

e) Assist with data updates, document management, and preparation of Letters of Authority (LoAs).

f) Collaborate with the team to ensure smooth client service delivery.

Requirements:

g) 2+ years of experience in financial planning or a related field.

Benefits:

i) Competitive salary: £25,000 - £35,000 per annum, depending on experience.

j) Opportunities for career growth and professional development.

k) Collaborative and dynamic work environment.



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