Financial Planning Analyst

ZipRecruiter; London; On-site; GBP 35,000 - 65,000; Full time

Job summary

Join a dynamic investment advisory firm as a Financial Planning Analyst/Paraplanner, where your analytical skills and attention to detail will play a crucial role in supporting financial advisors. In this full-time position, you will assist in crafting comprehensive financial plans, conducting in-depth analyses, and ensuring compliance with industry regulations. This is a fantastic opportunity to thrive in a fast-paced environment while contributing to the growth of client relationships and the overall practice. If you are motivated, detail-oriented, and eager to make a difference, this role is perfect for you.

Benefits

Competitive pay with potential for bonus

Medical Benefits (Health and Dental)

Holiday, Sick, and Vacation Pay

IRA Retirement Plan

Qualifications

• 3-5 years of investment-related experience preferred.
• Federal and state licenses for securities are a plus.

Responsibilities

• Construct insurance proposals and collaborate on financial plans.
• Conduct financial analysis and maintain accurate client records.

Skills

Analytical Skills

Detail-oriented

Organizational Skills

Effective Communication

Time Management

Education

Bachelor's degree in finance

Tools

Salesforce

Thomson-Reuters

Morningstar Workstation

Outlook

Navi plan

Job description

Job Description

Position Description:
Seeking full-time Financial Planning Analyst/Paraplanner to step into an instrumental role in a fast-paced, high volume investment advisory and financial planning practice. The ideal candidate will be detail-oriented, motivated, and exemplifies excellent analytical skills with the ability to interpret complex financial data. This is a support non-sales role, working for an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The position will assist financial advisors in delivering exceptional service to clients by preparing comprehensive financial plans, conducting research, all while ensuring compliance with industry regulations. This position is essential to the support and growth of our practice and client relationships.

Position Functions:

1. Responsible for the construction of any insurance proposals for life or long-term care that is discovered from the financial planning process.
2. Collaborate with advisors and staff to develop clients' financial plans to include goals, strategies, and data ensuring alignment with goals and objectives.
3. Conduct thorough financial analysis with detailed reports summarizing findings and recommendations for clients.
4. Utilize CRM to follow work requests, track new business, and follow up on client requests and communications.
5. Maintain accurate records of client interactions, documentation of notes, and changes to ensure compliance and regulatory standards are met.
6. Assist in managing client portfolios by monitoring investments and providing insights on market trends.
7. Understand and process money movement requests from clients and advisors.
8. Stay up to date on industry developments, financial concepts, and best practices.
9. As needed, assist with any overflow of general office duties and client requests.

Requirements:

1. Bachelor’s degree in finance and/or 3-5 years of similar investment-related experience.
2. Strong candidates will already have or have had federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident, and health insurance licenses.
3. Experience with Salesforce/CRM, Thomson-Reuters, Morningstar Workstation, Outlook, Navi plan, and other trading platform programs/tools.
4. Experience in the financial services industry is ideal with a strong understanding of financial concepts, including but not limited to investment management, estate planning, asset management, and tax strategies.

Key Traits:

1. Strong organizational skills and ability to multi-task.
2. Ability to work collaboratively and effective communication skills.
3. Direct attention to detail and accuracy.
4. Effective and efficient time management.
5. Maintain confidentiality with strong ethical standards and professionalism.
6. Diligent follow-up on to-do items, open issues, and checklists.

Pay/Benefits:

1. Competitive pay with potential for bonus.
2. Medical Benefits (Health and Dental).
3. Holiday, Sick, and Vacation Pay.
4. IRA Retirement Plan.
5. Full-time Position in the office.