Job Role
Candidates must be able to analyse information and conduct research appropriate to produce articulate and appropriate suitability reports.This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
Duties
- Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken.
- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
- Carrying out all tasks in a manner consistent with compliance procedures.
- Preparation of existing client files ready for reviews.
- Ensuring all client files are compliant on an ongoing basis.
- Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
- Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
Requirements
- At least 2 years’ experience working in a Paraplanning role, for a financial planning organisation.
- Clear understanding of the financial planning process.
- The ability to produce professional and technical reports, to support the advice process.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise own work load, and the work load of the Paraplanning team.
- Ability to multi task and prioritise effectively.
- Good level of technical knowledge of investments and Pensions advice.
- Level 4 Diploma qualified in financial planning
- High level of Investment and Pension knowledge.
- Self-driven, results-oriented with a positive outlook.
- A natural forward planner who critically assesses own performance.
- Good understanding of compliance issues.
- Reliable, tolerant, and determined. Keen for new experience, responsibility and accountability.
- Able to get on with others and be a team-player.
Pay: Up to £46,000.00 per year
Benefits:
- Company pension
- Flexitime
- Life insurance
- On-site parking
Work Location: Hybrid remote in Knutsford
