Job Description
RESPONSIBILITIES
· Accurately prepare personalised suitability reports and letters which are well thought out and meaningful
· Working efficiently to meet target deadlines
o Recommendations to include Pensions (including transfers), Investments (ISAs, Unit Trusts and Bonds including Trust work – Loan Plans/Gift Plans) and Drawdowns
· Ensure all client work and documents (CFR, Illustrations etc) are compliant and supported with relevant paperwork
· Undertake comparative research in preparation of client recommendations
· Ensure all client queries are appropriately investigated and accurate responses given
· Part of the role will include administration support – requesting additional LOA information, Business Submission
· Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients
CANDIDATE REQUIREMENTS
· Attained or working towards the Level 4 CII Diploma (or equivalent)
· Good understanding of financial products and services
· Strong analytical skills, specifically analysing records and providing detailed technical commentary
· Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time)
· Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals
· Experience of Analytics, Voyant and Salesforce/Aptus are advantageous
· A good understanding of the administration and support side of Paraplanning, as well as preparing reports and relevant documentation
. · Hybrid working may be an option for the right candidate
Job Types: Full-time, Permanent
Salary: £38,000.00-£41,000.00 per year
Benefits:
Schedule:
Work Location: One location
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