Job Description
Research:
- Support advisers with research of financial products and funds, conduct technical research on existing and new products
- Report Preparation:
- Prepare detailed suitability reports to provide clear and compliant recommendations for clients.
- Client Service:
- Build and nurture strong client relationships, responding to enquiries and providing valuable support.
- Record Keeping:
- Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
- Compliance:
- Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
- Industry Knowledge:
- Stay informed about industry trends, regulatory changes and new financial products.
- Team Collaboration:
- Work closely with financial advisors and administrative team
Requirements
- Experience: Minimum of 2 years proven experience in a paraplanning role or similar writing complex and detailed reports.
- Qualifications: Level 4 Diploma in Financial Planning (or equivalent) or working towards is essential.
- Technical Skills: Strong technical knowledge of pensions/retirement planning, investments, tax planning and regulation within the financial services industry.
- Communication Skills: Excellent written and verbal communication skills with the ability to explain complex financial concepts in an accessible manner.
- Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.
- Team Player: Ability to work collaboratively within a team.
- Regulatory Knowledge: A solid understanding of industry standards with a commitment to continuous learning and a proactive approach to developing and applying new skills.
- Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.
The ideal candidate will be motivated and driven, with the ability to manage their own workload and work to deadlines. Previous experience as a Paraplanner is essential and having the Level 4 Diploma in Financial Planning or equivalent is advantageous.
In return you will receive a competitive salary (dependent on experience) and benefits package together with the opportunity for hybrid working to ensure a greater work life balance.
Job Type: Permanent
Pay: Up to £50,000.00 per year
Benefits:
Work Location: Hybrid remote in Lytham St. Annes FY8 5LH
