My client is looking for someone who wants a career as a financial services professional and has the ambition to achieve to be the best they can be...
Working with the financial planners to ensure all information to support the correct client outcome
has been obtained and documented on file.
Working with the financial Planners to identify areas for financial planning and identify solutions
suitable to meet the client’s needs and objectives.
Working with the Financial Planners to review the clients existing pensions, investment portfolios,
asset allocation, risk profile. This will include analysis of the provisions, including calculations to
support the right outcomes for the client.
You will prepare client suitability reports for approval by the Financial Planner, along with other
You will commit to your continuous professional development, maintaining a good knowledge of
providers and investment/tax issues.
Prepare for client review meetings to produce performance information and reports for the clients.
You will at times need to assist other colleagues in the business in other administrative functions to
aid the Financial Planners and deliver superior client service.
You will need to have a financial servicews background in IFA administration, ideally have some exams under way or already acheived.
You must be a good communicator with good letter writing skills and be able to able to undertake basic Paralanning duties.
A good understanding of the financial planning process and requirements
Able to work within a defined process, compliantly and within timescales
Be organised and able to prioritise work loads
Have excellent attention to detail and accuracy
Articulate in all dealings with clients and stakeholders, verbally and within written communications
Ability to work independently and within a team.
Knowledge & Experience
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