We are recruiting for this company with a large recruitment drive for Financial Services professionals. For this specific role I am looking to speak to Para planners/ Report Writers to be based from the Surrey office.
Identify and collect any outstanding relevant information required to make recommendations.
Discuss and establish client objectives based on information available on file and through discussions with the adviser.
Identify and obtain the information necessary to compile a financial cash flow forecast.
Be able to draft net worth statements, income and expenditure statements and financial cash flow forecasts for presentation to the client.
Identify areas for planning and put forward suggestions to meet client’s objectives.
Undertake independent research to identify suitable solutions to meet the client’s needs.
Prepare information/comparisons for analysis and further discussion with the adviser and for presentation to the client.
Liaise with the client’s legal and tax advisers if necessary.
Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
Where required, prepare discussion documents/initial analysis reports.
At least three years’ relevant experience within a financial services role, ideally in a financial planning practice environment. Broad and current knowledge of financial services and financial planning.
5 GSCEs or equivalent. Minimum QCF Level 4 Qualified (i.e. CII Diploma in Regulated Financial Planning or IFS Diploma for Financial Advisers or equivalent) and willing to work towards QCF Level 6.
Excellent interpersonal skills, both oral and written.
Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
Detailed and accurate in every aspect of the role.
Excellent report writing, problem solving and decision making skills.
Good knowledge of Microsoft Office/IT skills.
Working knowledge of Iress, Financial Express Analytics and Voyant/Moneyscope cash flow systems
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