Your responsibilities will include: -To review fact-finds, client risk profile questionnaires, file notes etc. provided by the Financial Planners to gain an understanding of clients requirements -Compiling suitability reports that detail the recommended advice to suit client’s needs and uploading the report into the system used -Record, monitor and report on progress by completing weekly logs -Discuss the reports with the Financial Planner, amending as required -Report obstacles from the agreed timescales to the Financial Planner and Financial Planning Administrator to ensure client expectations are managed appropriately
The experience you need: -Level 4 Diploma in Financial Planning or equivalent -Demonstrable paraplanning experience -Knowledge of research tools i.e. O&M, FE Analytics, Cash-flow research, product comparisons -Experience or willingness to work with a centralised investment proposition -Exceptional attention to detail and organisational skills -Knowledge of Microsoft Office software
In return you will receive a pay upto £50,000, 25 days annual leave, Contributory pension scheme, private medical cover, Death in service and study support.
If you are interested in the above position, or would like to find out more about the role, please contact me on 01132368957 or at Naheed.firstname.lastname@example.org.
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