
Expert Financial Planner
4 days ago
Job Description
\We provide regulated financial planning advice to clients. We evaluate their goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.
\Our team works under the guidance of a Team Leader who aids in professional development and job training.
\The Day-to-Day:
\- Prepare proposals by collecting client information, using vendor data and conducting analysis based on existing assets and portfolio simulations.
- Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers and prepare transfer/surrender paperwork.
- Partner with internal groups to ensure smooth case transitions.
- Work on group projects to increase efficiency.
Key Responsibilities
\- Use MS Access, Word, Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports.
- Produce quality work within target timelines.
Requirements
\- A University degree or equivalent education/experience.
- Fluent written and verbal language proficiency in Spanish.
- Experience with financial planning and investment principles or industry exams preferred.
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