Job Description
Support the delivery of the financial planning and advice process to clients by providing
technical research, analysis and report writing services to Financial Advisers. Specifically:
Gathering and undertaking research of retail financial products
Analysing technical elements of retail financial products to establish appropriate options for clients.
Compare and contrast the elements of retail financial products to select most appropriate option for clients.
Undertake cost analysis to establish aggregated costs and charges of financial products
Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances.
Undertake income sustainability analysis to meet clients income drawdown needs.
Maintain detailed research and analysis records to demonstrate suitability of advice
Communicate fully with the Financial Adviser to discuss research and analysis and options to meet client’s needs and objectives.
Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable.
Work methodically and in a timely manner to meet with client’s expectations.
All work is completed with due care, skill and diligence and full co-operation with Financial Adviser, Client Support to ensure the best outcome for the client
Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice and advice records are prepared to the highest standards.
Maintain technical knowledge through a programme of Continuing Professional
Development.
Support the business growth and development through participation in projects and work groups
To carry out any other reasonable duties as requested by line management or directors
Key Attributes
Holds a Level 4 qualification or above in Financial Planning
Holds 3 years or relevant experience in a similar role
Has the ability to communicate well at all levels
Methodical and ability to prioritise and manage a range of tasks
Ability to work well within a team
Client focused and seeks to complete all tasks in line with clients best interests
Ability to work from own initiative
IT literate with basic skills in MS Word and Excel
Acts with honesty and integrity at all times
Strives to work to the highest of standards and seeks to identify improvements to systems and processes.
Is respectful to colleagues, clients and our third party suppliers and is always considerate of the firms reputation .
Job Types: Full-time, Permanent
Pay: Up to £54,000.00 per year

Benefits:

• Company pension
• Employee stock ownership plan
• Life insurance
• Private medical insurance
• Work from home

Experience:

• Paraplanning : 3 years (preferred)

Work Location: Hybrid remote in Ellesmere Port CH65 3E

Please refer the Job description for details